Miller, Miller & Canby Attorney David Lucas Discusses Estate Plans on Legacy Leaders Podcast
To mark October as Estate Planning Awareness Month, MM&C’s Estates and Trusts attorney David (Dave) Lucas was interviewed on the Legacy...read more →
Maryland Has a New Statutory Power of Attorney Law: What You Should Know
On October 1, 2023, a new Maryland law governing statutory powers of attorney (POA) went into effect. This law makes significant changes to the...read more →
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 →