Maryland Estate Planning Resources - Estate Planning News

How Safe is Paying with a Personal Check?

May 27, 2021

Every time you pay by check, you hand your bank account numbers to a stranger.

Federal Government Helps with COVID-Related Funeral Costs

May 21, 2021

People who need aid covering the financial costs of funerals for loved ones who died of COVID-19 may be eligible for up to $9,000 in assistance from the federal relief legislation that was enacted in March.

Who Must Pay the Taxes of a Deceased Loved One?

May 19, 2021

When someone passes away, their tax headaches don’t die with them. In fact, those obligations can further complicate the lives of survivors: Federal estate taxes may be due and state inheritance taxes could also come into play.

Do You Need to Plan for Digital Assets?

May 13, 2021

Estate planning isn’t just about hard assets anymore. Who will read your email when you die?

Are Blood Type and Dementia related?

May 7, 2021

One study found that your blood type could raise your risk of developing dementia.

How Does an Inherited IRA or 401(k) Work?

May 5, 2021

So, you inherited a retirement account. Before you make any decisions on when and how to access the money, it’s worth familiarizing yourself with the rules that apply to different beneficiaries.

Why Is Dr. Oz Suing Sister over Inheritance?

April 29, 2021

Mehmet Öz, a U.S. celebrity surgeon of Turkish origin better known as “Dr. Oz,” took legal action against his sister Nazlım Suna Öz, claiming she forged documents over their father’s inheritance.

What Does ‘Per Stirpes’ in a Will Mean?

April 23, 2021

Per stirpes in a will means that a deceased’s child’s share will pass to the deceased’s child’s children in equal shares, if any.

Court Victory for Adults Caring for Parents at Home

April 22, 2021

Advocates are celebrating an important victory for individuals who provide care for their parents at home. The new decision will likely lead to a substantial expansion in the number of homes transferred to those caregivers.

Trusts Work for Regular Folks

April 14, 2021

When you hear the word trust fund, you might think of wealthy kids a big chunk of cash on their 25th birthday. However, trust funds aren’t just for the rich. They are flexible tools to protect your loved ones.

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