March 21st, 2018
The Cost of Dying in Maryland
There is an adage – “nothing is certain except death and taxes” – which is particularly applicable to Maryland residents. Although exposure to federal estate taxes has become less of a concern for many1, Maryland…
November 20th, 2017
Your Spouse Has a Right to a Share of Your Estate
Did you know that your surviving spouse has a right to claim a share of your estate upon your death – even if you have a Will providing otherwise? In other words, you may not…
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…
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…
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…
