Recent Blog Posts

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, that 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 by whom? … Continued

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

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

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

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

A proper estate plan is critical for everyone – no matter their level of wealth or income. At its core, estate planning is not really about the value of assets involved, but the desire to control and ensure that your wishes are honored when you are no longer able to speak for yourself. Do not… Continued

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

With everything available at the click of a button, many people think that downloading a Do-It Yourself or DIY will is an effective way to get a will in place.  The biggest mistake many consumers make is to utilize services like LegalZoom or other platforms and think they “have everything covered.”  But, the state you… Continued

As the executor of an estate, also called the Personal Representative in Maryland (hereinafter referred to a PR), you have certain legal obligations and a fiduciary duty to take certain actions, or inactions, on behalf of the estate.  Otherwise, you may be held personally liable to the beneficiaries of the estate.  Below are 12 mistakes… Continued

If a family member dies, it is important to have a will in place but a will may not protect the family’s inheritance from probate, taxes, or creditors such as Medicaid.  Here are some considerations for ensuring that your family will receive their fair share of assets and how to preserve their inheritance during the… Continued