Estate Planning
Why Change the Executor of Your Will?
While you may draft a will assuming that your choice of executor won’t change, there are different reasons why making a switch may be necessary.
February 17, 2023
Asset Protection
Why You Need a Secondary Beneficiary
Naming secondary beneficiaries can help estate planners avoid the delay and costs of going through probate, as well as ensure that your wishes are carried out.
February 13, 2023
Estate Planning
What are Big Mistakes When Writing Financial Power of Attorney?
Estate experts agree that a financial power of attorney is one of the most important documents to include in your estate planning. It allows you (the “principal”) to name a person you trust (your “agent”) to make decisions about your property and finances if you cannot.
February 10, 2023
Advanced Directives
Is Estate Planning and Writing Will the Same Thing?
Many people think that estate planning and writing a will are the same. However, one is actually just part of the other.
February 3, 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
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
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
Estate Planning
Can Executor Take the Money and Run?
Succession planning involves accounting for the worst-case scenario. Without accounting for these risks, your plan could fail, require expensive litigation or jeopardize the family farm.
January 6, 2023