Recent Blog Posts

What Women Need To Know About Estate Planning

Estate planning for women is important, whether you are single, married, or living with a partner.  With many more women serving as breadwinners for their household, getting divorced, or living with a long-term partner, it is more important than ever for women to be informed and educated regarding the ins and outs of estate planning.… Continued

The Best Apps to Make the Lives of Seniors Easier

We don’t commonly associate seniors with technology but there are many great ways to use technology to make seniors lives easier.  Although learning how to use certain types of technology and electronic devices can be challenging, there are many useful apps that can help.  In this article, we explore some of the best apps for… Continued

The Three Most Common Estate Planning Mistakes to Avoid

Many people make the biggest estate planning mistake by not, first, sitting down to make a will or estate plan. Others rely on templates or on-line wills to guide these important decisions that affect you and your family.  As Forbes Magazine notes, even celebrities such as Prince, Whitney Houston and Steve McNair did not update… Continued

How To Handle Social Media Accounts After Death

Social media is an important part of our lives these days. Most seniors, who use the internet, are on Facebook or other platforms, which can be a great way to stay in touch with family and friends. Other forms of social media have grown in popularity in the last decade as well, including Instagram, Twitter,… Continued

Protecting Intellectual Property with an Estate Plan

If you are a business owner or have a leadership role in a business, you probably have some form of intellectual property (IP) that you have created, and that IP should be protected.  What happens to this type of intellectual property after you pass?  Will you be able to protect how it is used and… Continued

Wills & Trusts for Blended Families

As Featured in I95 Business Magazine: Our families change over time. Children and grandchildren are born. People get married, divorced, and even remarry. During this time, perhaps you started your business, took over a family business, or married someone with a business? The point is that our family is an ever-changing dynamic, and today, blended… Continued

An Overview of Life Estate Deeds in Maryland

If you own real estate in Maryland, it is important to consider and make informed decisions about these types of assets. A life estate deed can be a valuable tool to help you legally pass your real property assets to your heirs and avoid the probate process, while also preserving tax benefits.  This type of… Continued

Do You Have a Family Member With Special Needs? Why You Need a Trust

If you are the parents of a child with special needs, have siblings or other family members with special needs, you may be concerned about how to provide for their long term care and financial security.  Many people write these loved ones into their wills, with the best of intentions, thinking they are acting in… Continued

Talk to Your Parents About Their Financial Plans

Most older adults come from a generation that believes certain financial matters are best kept private.  In many cases, your parents may have met with an attorney or financial advisor and tell you that ‘everything is handled.’  It may even be awkward to talk to your parents about financial plans.  However, the guidance they received… Continued

Preserving Your Inheritance In Maryland

Whether you are planning to leave a small savings account, a long-established IRA, or a legacy of wealth, inheritance issues are best resolved before you pass on.  As a matter of fact, there are some legal strategies you can take now to minimize inheritance taxes, avoid probate in Maryland, and reduce fighting amongst your heirs. … Continued