Am I Named in a Will? How Would I Know?

February 1, 2021

How can we see if there was a will and if it’s worth pursuing?

Maryland Allows Remote Witness and Notary

April 20, 2020

Governor Hogan’s issued an updated Order on April 10 clarifying how that process is to take place and also allowing for the use of remote video witnessing.

What Does an Estate Planning Lawyer Really Do?

January 15, 2020

Estate planning is a systematic process, which involves getting your personal and financial goals for the time you pass away or become mentally incapacitated. It is also known as a last will, and almost everyone does this planning for their family.

Special needs estate planning in Maryland

How Do Special Needs Trusts Work?

December 16, 2019

The most common question faced by special needs parents and caregivers is, ‘What will happen if I am not here?’

Does a Trust Beneficiary Pay Income Taxes?

December 3, 2019

Beneficiaries of a trust typically pay taxes on the distributions they receive from the trust’s income rather than the trust itself paying the tax. However, such beneficiaries are not subject to taxes on distributions from the trust’s principal.

When Names Change, You Should Update Estate Planning Documents?

November 20, 2019

The fact is people’s names often change. People get married and divorced, or sometimes they just legally change their names.

Sharing Legal Documents and Passwords

November 18, 2019

Safe and shareable password storage is vital in today’s computerized world. The old solution–writing down passwords on paper set next to your keyboard–is not safe, not adequate, and not shareable.

You Can Protect Pets with a Pet Trust

November 4, 2019

For most people, pets aren’t just animals–they’re the excited ‘hello’ when we get home from a long day of work, our jogging partners, our best friends, and part of the family.

Ignoring Beneficiary Designations Is a Risky Business

October 7, 2019

We are programmed to contribute the “max” to our retirement accounts, but we disregard, or do not understand, the pitfalls of improperly filled-out beneficiary forms.

Four Basic Estate Planning Tools

September 5, 2019

It was reported on the news recently that some of Aretha Franklin’s family members have found what they believe to be her will. It was handwritten, stained, and crumpled up in a couch. The courts may or may not choose to honor it, depending on whether or not they are able to verify its authenticity.

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Living Trust