Category: Estate Planning

If you are the parents of a child with special needs, have siblings or other family members with special needs, you may be concerned about how to provide for their long term care and financial security.  Many people write these loved ones into their wills, with the best of intentions, thinking they are acting in… Continued

When considering how best to plan for someone with special needs and/or disabilities, it might be helpful to approach this task as a life care plan.  A life care plan is an ever-evolving assessment of financial security and supportive services, so that the person with special needs is able to live a life of meaning… Continued

When you are considering estate planning, you may ask family or friends for advice.  But, there is a lot of misinformation circulating about estate planning, which is understandable given how complicated this area of law really is.   In this article, we discuss five myths about living trusts and what you can do to ensure that… Continued

Every person, no matter your age, should have a will or trust to ensure that your assets and property are handed down as you see fit. Without a will or a trust, the state of Maryland may end up distributing your assets according to the law versus according to your wishes. Many people believe their… Continued

Generational wealth planning is a multifaceted and forward-thinking approach to financial management that transcends individual lifetimes. It aims to preserve wealth and assets while passing them down through multiple generations. Beyond the financial aspects, it involves instilling values, financial literacy, and responsible stewardship of resources. In this article, we will delve into the concept of… Continued

Preparing a will or trust can be an important step in ensuring that your assets are distributed according to your wishes after you pass away. However, many people have questions about the process, which can lead to confusion and uncertainty. In this article, we will discuss the top 10 questions about wills and trusts and… Continued

In matters of estate planning, two crucial tools often come to the forefront: the will and the trust. While both serve the purpose of ensuring your assets are distributed according to your wishes after your passing, they differ significantly as legal instruments and in their mechanisms, benefits, and limitations. To make informed decisions about your… Continued

As Featured in I95 Business Magazine: Our families change over time. Children and grandchildren are born. People get married, divorced, and even remarry. During this time, perhaps you started your business, took over a family business, or married someone with a business? The point is that our family is an ever-changing dynamic, and today, blended… Continued

Estate planning is a vital aspect of ensuring that your assets are distributed according to your wishes, your loved ones are taken care of, and your legacy is preserved. In this complex process, selecting the right fiduciary is perhaps one of the most critical decisions you’ll make.   When creating a comprehensive estate plan, you will… Continued

As February unfolds, hearts are not only adorned in red to celebrate Valentines Day, but also to raise awareness the health of your heart. American Heart Month, observed throughout February, is a dedicated time to spotlight heart health and the importance of preventive measures. It’s also a great time to consider your advanced healthcare directives.… Continued