Category: General

Newsletter & Free Annual Planning Checklist

We hope you had a very Happy New Year! This is an epic year for us, as we celebrate our 70th anniversary! We are working on our special some ways to commemorate this milestone so stay tuned for more details. Each year, our family dynamics change and it’s a good time to review your legal documents to… Continued

Choosing A Fiduciary

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

Estate Planning for New Parents

When you are expecting a baby, it is an exciting time filled with anticipation, joy, and planning for the future. However, one thing that many new parents or parents-to-be often overlook is the importance of a will or estate planning before you bring that precious baby into the world.  After all, you want to ensure… Continued

The Importance of Annual Legal Planning

Legal planning is akin to a compass guiding us through life’s uncertainties. Yet, many individuals view legal matters as a reactive pursuit, only seeking assistance when an issue arises. However, there is tremendous value in adopting a proactive approach through annual legal planning. In this article, we delve into the pivotal reasons why annual legal… Continued

The Power of Ethical Wills and Legacy Planning

In the realm of estate planning and passing on one’s legacy, there exists a unique and profound tradition known as legacy letters or ethical wills. Unlike legal documents that distribute assets, these heartfelt letters are designed to pass down a different kind of wealth—the wealth of wisdom, life lessons, and personal stories. In this article,… Continued

The Sandwich Generation: Caring for Aging Parents

The term “sandwich generation” refers to a growing demographic of individuals who find themselves squeezed between the responsibilities of caring for their aging parents and raising their own children. This dual caregiving role presents a unique set of challenges, both emotionally and financially. In this article, we will explore the complexities of being a part… Continued

Getting Engaged or Married? Estate Planning for New Couples

Getting engaged or married is a time of great excitement and joy, but it is also a time when couples need to start thinking about their future together. One of the most important things that they should consider is estate planning for new couples. Estate planning involves making arrangements for the distribution of assets in… Continued

November 2023 Newsletter: Alzheimer’s Awareness Month

It’s National Alzheimer’s Awareness Month This issue of our newsletter is dedicated to all the people living with Alzheimer’s and other dementia related diseases. The AFA is challenging everyone to go Teal in November to show your support. This illness affects millions of people and the entire family can be impacted by physical, mental, healthcare, and legal challenges. We… Continued

The Difference Between Custody and Guardianship

The Maryland Uniform Child Custody Jurisdiction and Enforcement Act defines several types of guardianship for both adults and minors. While guardianship and custody are similar, and even mistakenly used interchangeably when discussing child custody and visitation, there is a big difference between the two. In the realm of estate planning, the differences are subtle, yet… Continued

September 2023 Estate Planning Newsletter

Greetings again from the “she-shed!” As we prepare to send the kids back to school and college, we are focusing the theme of this newsletter on young people. As I prepared to send my own son back to college this year, it reminded me that there are some things you can do to ensure that… Continued