Options to Stretch Out IRA Distributions

November 24, 2020

The SECURE Act killed the stretch IRA but instead of mourning, advisors can help clients make up the loss.

What If Property You Inherit Has a Mortgage?

November 19, 2020

What happens if you inherit your loved one’s home? What if they still have payments to make on their mortgage? We’ll explore these and other questions you may have below.

Avoid Estate Battles Over Personal Property

November 17, 2020

Personal property is a unique category of asset. Even in the simplest after-death distribution, personal property can become a hindrance to final distribution. There are a couple of reasons why.

Changes are Happening to Social Security in 2021

November 12, 2020

Here’s a closer look at the seven biggest changes to Social Security in 2021

Act Quickly to Protect an Estate

November 12, 2020

When dealing with the emotional pain of the loss of a loved one, family members also have to address daunting administrative tasks.

Estate Planning Doesn’t Stop When You Retire

November 5, 2020

Building enough wealth to sustain yourself in retirement is a monumental achievement. However, financial planning doesn’t end when you no longer rely on a paycheck.

How Much Power Does an Executor Have?

November 3, 2020

There are continuing misconceptions regarding what powers are held by a personal representative and when he can exercise them.

Estate Planning for a Second Marriage

October 29, 2020

Second (or third or fourth) marriages often require careful balancing between the needs of the surviving spouse and the needs of the children from a previous marriage.

Can I Afford In-Home Elderly Care?

October 27, 2020

Amid headlines of COVID-19 infiltrating nursing homes and large senior care facilities, it’s understandable that many Americans would prefer to avoid assisted living environments as they grow older. However, the trend to age in place predates the pandemic. Remaining at home was the first choice for 76% of Americans age 50 and older, according to a 2018 AARP survey.

Can an Inheritance Lead to Trouble for Marriages?

October 22, 2020

Most states recognize inheritances as separate property, and many experts say keeping them separate is often the best approach.

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Laurel Maryland Estate Planning Blog