My Estate is Beneficiary of My IRA

March 30, 2021

When an estate is named beneficiary of an IRA, what is the method of distributing it to one individual in the most tax-effective way?

Aretha Franklin’s Estate and the IRS

March 29, 2021

When Aretha Franklin died in 2018, a powerful creditor came calling: The Internal Revenue Service.

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?

What Will Be Your Legacy?

December 7, 2020

Your legacy is what you leave behind: What people will remember about you and receive from your life? Legacy planning is about fostering your relationships and passing on what is most important to you for your loved ones.

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.

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.

Do I Have to Accept an Inheritance?

October 2, 2020

No one has to accept inherited assets. Inherited assets can be disclaimed.

Searching for Lower Taxes? Check State Laws

October 1, 2020

Some states are great to live in, but not so great to die in.

How Do I Handle Inheritance?

September 10, 2020

The period leading up to and shortly after losing a close relative is often one of the most emotionally demanding times that we, as humans, experience.

Can I Avoid Family Fighting with Estate Planning?

September 1, 2020

One problem that frequently stems from the inheritance process is fractured relationships between siblings. Unfortunately, the common denominator in many of these situations is the parents’ estate plan.

(301) 776-7900

322 Main Street, Suite 102

Inheritance