Elder Law
Where Should an Estate Plan Be Stored?
Safeguarding legal documents and providing access to this information is a big consideration in your caregiving plan.
January 27, 2023
Estate Planning
What’s an Annuity?
A joint and survivor annuity provides lifetime income payments for an annuity owner and their survivor. You contribute a lump sum of money to the joint and survivor annuity and can usually start receiving income almost immediately.
January 26, 2023
Asset Protection
What Is Included in an Estate Inventory?
One of the essential steps in the probate process is filing an inventory of all the assets that are part of the estate.
January 25, 2023
Asset Protection
Do I Need to Name a Life Insurance Beneficiary?
What Is a Beneficiary and How Do I Name One?
January 19, 2023
Estate Planning
Can I Contest Dad’s Will While He’s Still Living?
The contents of a person’s will and related revocable trust cannot be challenged in court until he or she has died, Maryland’s second highest court ruled last week in rejecting a daughter’s bid to revive an undue-influence challenge to her estranged and ailing mother’s decision to write her out of her will.
January 18, 2023
Asset Protection
What Is a ‘Residuary’ Estate?
In simple terms, a residuary estate is any part of your estate that hasn’t been distributed to your heirs through a last will and testament.
January 17, 2023
Charitable Planning
What’s Is the Best Way to Give to Charity?
It may be better to give than to receive. However, it may be even better to give and see your generosity rewarded.
January 16, 2023
Advanced Directives
It Is Important to Update Your Estate Plan
Will there be changes in your circumstances or your family that should lead to a review of your plan? Could some events cause you to need to revise or update the plan?
January 13, 2023
Asset Protection
Are My Children Entitled to My Money?
Adult children may anticipate, but are not legally entitled, to an inheritance.
January 11, 2023
Asset Protection
Can Estate Plan Be Created without My Spouse?
I’m looking for guidance on where to start with planning in case something happens to me or my husband.
January 10, 2023