Estate Planning

If you live in Baltimore and are thinking about ways to shape your legacy, adding charitable giving to your estate plan can offer meaningful advantages. While it is not required, weaving philanthropy into your estate plan can provide legal clarity, tax relief and...

When most of our readers in Maryland and the D.C. area think about estate planning, they probably think mostly about establishing plans for what happens to their assets after death. But, any comprehensive estate plan will also include documents that provide direction...

While setting up a will and trust are important parts of estate planning in Maryland, getting your investment portfolio ready is another piece of estate planning you should not overlook. As we get older, our finances typically become more complicated and can be...

Given enough time, many people will need long-term care. Medicaid is a crucial resource for many seniors facing high LTC costs, but qualifying for it involves navigating strict income and asset limits. Additionally, your assets may be at risk even after you pass away....

When Maryland residents think about estate planning, it is natural to focus on a will. This allows them to dictate where their property will go after they are gone and is a fundamental part of being fully prepared. It can prevent family members from getting into...

Life often requires much planning. Some of this is enjoyable, such as planning a wedding, a vacation or event. However, others are serious and may be difficult to initiate, such creating an estate plan. While the thought of your death is often difficult to process,...

It’s no secret that many people in America wait longer than they probably should to start thinking about getting an estate plan together. Young people, for example, simply don’t see the need – they oftentimes aren’t thinking that far ahead. Some people may think that...

Our readers in the Washington, D.C., and Baltimore area might be thinking about accomplishing big new tasks and goals in the new year. Perhaps for some, it is time to finally get their estate plan in order. If you are thinking about taking this important step, what...

People tend to procrastinate about estate planning. For people in Maryland, this can be problematic for many reasons regardless of their financial situation. Business owners, professionals and blue-collar workers alike should understand the value of having a basic...

As you embark on your estate planning journey, you might find yourself thinking about the best way to make your wealth last. While you can specify to whom your assets will be left through your estate plan, many people neglect to consider what they can do to control...