Three Reasons to Consider Appointing Both an Investment Trustee and a Distribution Trustee
When creating a trust, it is common to name yourself as the initial trustee who is responsible for all aspects of administering the trust. However,...read more →
August is National Make-A-Will Month: Thirteen Estate Planning Terms You Need to Know
August is National Make-A-Will Month. For many Marylanders, this annual reminder is just the motivation they need to finally sit down and...read more →
The Garn-St Germain Act: What You Should Know if You Own Property Subject to a Mortgage
This article alerts property owners to a little-known federal law that could affect their transfer of real estate. Most mortgages include...read more →
Have You Chosen the Right Trustee?
Whether you are reviewing your existing trust or creating a new trust, you should understand the important role that a trustee plays not only in...read more →
The Deceased Spouse’s Unused Exemption (DSUE): a Spouse’s Final Gift
Many families strive to build wealth for themselves, their children, and future generations. Congress recognized this reality by enacting the...read more →
Three Powerful Provisions in Your Financial Power of Attorney
A financial power of attorney is a legal document in which you designate a trusted decision maker (your “agent” or “attorney-in-fact”) to...read more →
Spousal Lifetime Access Trusts (SLATs): What You Should Know
Do you want to pay more taxes than you have to? Not many Americans would answer “yes” to that question. To minimize taxes, many people...read more →
How to Avoid a Long Will Probate: Utilize a Trust
After a loved one dies, their money and property must be distributed to the proper beneficiaries, either according to their Last Will and Testament...read more →
Three Things You Need to Know about Cryptocurrency and Your Estate Plan
Cryptocurrency’s popularity has rapidly increased in recent years, with more people buying and selling the digital currency. Here are three...read more →