The Impact of the TCJA Tax Expiration on High Net Worth Individuals
The Tax Cuts and Jobs Act (TCJA) of 2017 brought significant changes to the tax landscape, including adjustments to estate
Strategies for Building A Strong Financial Legacy
Generational wealth planning is a multifaceted and forward-thinking approach to financial management that transcends individual lifetimes. It aims to preserve
The Importance of Annual Legal Planning
Legal planning is akin to a compass guiding us through life’s uncertainties. Yet, many individuals view legal matters as a
November Newsletter: National Alzheimer’s Awareness Month
This issue of our newsletter is dedicated to all the people living with Alzheimer’s and other dementia related diseases. The
Maryland Probate Taxes At Death
Part of handling a decedent’s personal affairs in the probate process is addressing financial and legal obligations, which includes taxes
Selling the Family Home in Maryland: The Step Up in Basis Rule
The family home is often the primary asset in a family. The original purchaser of the home typically is the
Celebrating Self-Improvement Month
September is National Self-Improvement Month! It’s the perfect time to focus on personal growth and set new goals. Embrace the
Understanding Registered Domestic Partnerships in Maryland
The concept of domestic partnerships has gained traction as an alternative to traditional marriage, providing couples with legal recognition and
5 Steps to Basic Estate Planning
A basic estate plan provides essential legal documents for your family in the event of your incapacitation, sudden illness, or
Top 10 Questions About Wills & Trusts in Maryland
Preparing a will or trust can be an important step in ensuring that your assets are distributed according to your