Recent Blog Posts

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 wishes after you pass away. However, many people have questions about the process, which can lead to confusion and uncertainty. In this article, we will discuss the top 10 questions about wills and trusts and… Continued

Understanding the Differences Between a Will and a Trust

In matters of estate planning, two crucial tools often come to the forefront: the will and the trust. While both serve the purpose of ensuring your assets are distributed according to your wishes after your passing, they differ significantly as legal instruments and in their mechanisms, benefits, and limitations. To make informed decisions about your… 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

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