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The End of the 12 Year Maryland Estate Tax Experiment
The Maryland legislative session of 2014 began with a bang. Specifically, the House introduced HB 739 that presumably could cause major changes to the way you and I plan for the inevitable....
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The Do Not Resuscitate (DNR) Order Has Been Replaced With the New and...
When it comes to protecting your loved ones, we encourage you to have an Advance Directive (See Get an Advance Directive: Don’t Be a Headline; Should I get an Advance Directive, a Living Will or a...
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Revocable Living Trusts: Are They Worth the Hype?
In many states, the use of a Revocable Living Trust has become increasingly popular as a viable estate planning option. But in Maryland, the ease of the probate process, among many other reasons, makes...
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Transfers to Minors: Where Do I Start? What Should I Consider?
Two of the most commonly used methods of transferring money and assets to minors are a Uniform Transfer to Minors Act (UTMA) Account or a Trust. A UTMA Account is relatively simple to create and fairly...
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Are You Ready for ABLE?
As you may have heard, Congress enacted the Achieving a Better Life Experience Act of 2014 (the “ABLE Act”) on December 19, 2014. Many have deemed this a monumental step toward the betterment of the...
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