Recent Blog Posts

Newsletter & Free Annual Planning Checklist

We hope you had a very Happy New Year! This is an epic year for us, as we celebrate our 70th anniversary! We are working on our special some ways to commemorate this milestone so stay tuned for more details. Each year, our family dynamics change and it’s a good time to review your legal documents to… Continued

Choosing A Fiduciary

Estate planning is a vital aspect of ensuring that your assets are distributed according to your wishes, your loved ones are taken care of, and your legacy is preserved. In this complex process, selecting the right fiduciary is perhaps one of the most critical decisions you’ll make.   When creating a comprehensive estate plan, you will… Continued

Embracing American Heart Month: A Call for Advanced Healthcare Directives

As February unfolds, hearts are not only adorned in red to celebrate Valentines Day, but also to raise awareness the health of your heart. American Heart Month, observed throughout February, is a dedicated time to spotlight heart health and the importance of preventive measures. It’s also a great time to consider your advanced healthcare directives.… Continued

Why A Power of Attorney Is So Important in a Crisis

In a crisis situation, what happens if you or your family member is suddenly incapacitated and unable to take care of routine affairs? Who will be authorized to make medical decisions?  Who will continue to pay your health care premiums, the mortgage, or other important expenses?  If you own a business, who will work with… Continued

Five Benefits of a Life Estate Deed in Maryland

In estate planning, there are various tools available to individuals seeking to protect their assets and ensure a smooth transfer of property to their beneficiaries. One such tool is a life estate deed, which grants a person the right to live in and use a property for the remainder of their life, with ownership transferring… 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

Medicaid Planning Tips for Seniors and Their Families

When we talk about Medicaid planning, many people think that this is something that only needs to be considered for underprivileged people.  Quite the opposite is true.  Medicaid planning, sometimes also referred to as long-term care planning, is important for anyone that is going to need long-term care.  It is especially important for family members… 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

Creating an Estate Plan for Your Pets

What happens to your pet if something happens to you?  Naming a pet guardian has become a regular  part of the estate planning process for many.  In this article, we’ll show you how to create an estate plan or pet trust to take care of your furry friends in the event of your accident or… Continued

Estate Planning With Your Pets in Mind

For many people, a pet is a family member or quasi-child. They carefully make arrangements that best suit their pet during travel, but rarely does an owner make permanent, legally-binding plans for their companions if they should die. Promises from a friend or family member may not actually happen if suddenly someone finds out they… Continued