Recent Blog Posts

Summer Newsletter 2022

We Are Getting Ready for a Fun Summer! With summer right around the corner, there will be more time to spend with friends and family. I, personally, will be sending my first child, Gavin, off to college this year so it will be a really special summer for my family! To kickoff summer, we've got… Continued

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

Signs That Your Parent Needs a Guardianship

As your parents get older, you may realize that they are more forgetful.  This can manifest itself in subtle ways at first, such as forgetting to close the garage door, repeating stories, or not knowing what day of the week it is.  These memory lapses may intensify over the years, and what begins as “senior… Continued

LGBTQ Estate Planning: 3 Things You Need Now

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

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

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

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

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

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

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