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…
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…
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,…
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…
