Will Measure Up

October 13th, 2017

Will Call: Does Your Last Will and Testament Measure Up in Maryland, D.C. or Virginia?

Making an annual tradition of reviewing your Last Will and Testament (“Will”) is a wise addition to your yearly financial maintenance and planning activities. This year, when you dust off your Will, it may behoove…

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Probate Monopoly Card

October 3rd, 2017

Estate Planning FAQs: Maryland Probate

How does the Probate process begin? With the help of a qualified estate planning attorney (usually the decedent’s attorney who prepared his or her Will and other estate documents) files a petition for Probate, on…

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Beneficiary family with baby

September 27th, 2017

Why Beneficiary Designations Must Coordinate with Your Estate Plan

In developing a comprehensive estate plan, it is critical to understand which, if any, of your investment assets have or could have a beneficiary. If there are such investment assets, then the naming of that…

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Valuing a Professional Practice

September 14th, 2017

Special Considerations in Valuing Professional Practices

IRS Circular 230 Disclosure The information contained in this presentation is not intended to provide Federal tax advice within the meaning of IRS Circular 230, but is a presentation prepared and/or designed to provide educational…

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Last Will and Testament

August 11th, 2017

Decoding Estate Planning: Glossary of Common Terms

Estate planning can be a complicated process, made more so by the many terms not used in everyday interactions. The following definitions will help you understand legal terms and phrases which are relevant to wills,…

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IRS Audit Notice

May 2nd, 2017

What Should You Do When You Get an IRS Audit Notice?

First, when you get a notice of audit from IRS, don’t panic. Although your return was among the less than 1% of all returns selected for audit, most examinations are limited in scope and have…

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