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Revocable Trusts: Not Just for the Wealthy
"I am not rich โ why would I need a Trust?โ A common misconception we often hear regarding Trusts is that Trusts are only needed by people who have...
๐๐ฒ ๐๐๐ญ๐ก๐๐ซ ๐ซ๐๐๐๐ง๐ญ๐ฅ๐ฒ ๐ฉ๐๐ฌ๐ฌ๐๐ ๐๐ฐ๐๐ฒ. ๐๐ก๐๐ญ ๐๐๐๐ญ๐ก ๐ญ๐๐ฑ๐๐ฌ ๐ฐ๐ข๐ฅ๐ฅ ๐ ๐๐ ๐ซ๐๐ฌ๐ฉ๐จ๐ง๐ฌ๐ข๐๐ฅ๐ ๐๐จ๐ซ?
There are five sets of death taxes that are relevant for Maryland residents: First, there is Final Personal Income Tax (Federal and Maryland), which...
๐๐๐ฌ๐ ๐๐ญ๐ฎ๐๐ฒ: ๐๐๐๐ฏ๐ข๐ง๐ ๐๐จ๐ฎ๐ซ ๐๐จ๐ฆ๐ ๐ญ๐จ ๐๐จ๐ฎ๐ซ ๐๐จ๐ง
Picture the following: you and your spouse decided that you would like to leave your home to your son. Your neighbor suggested the best way to do so...
โI donโt need an attorney to draft my Will, Iโll just prepare one on the internet.โ
โI donโt need an attorney to draft my Will, Iโll just prepare one on the internet.โ We have seen far too many costly situations when someone died...
We prepared our documents four years ago with you and just need to make a simple change. What will it cost?
We typically advise our clients to set two separate sets of deadlines to mark their calendar with. The first is a once-a-year personal review of the...
Legal Tax Breaks for Older Couples Who Sell Their Homes
Consider Irene, who recently became a widow when her husband, Henry, died. Like many married couples, they held the title to their home as Tenants...
โI now have a Will. That will avoid Probate and make my familyโs life easier when I go, right?โ No!
One of the most common misconceptions we hear from potential clients is that a Last Will and Testament will avoid the Probate process. It will not!...
Revocable Trusts vs. Irrevocable Trusts
When it comes to Estate Planning, Trusts are excellent tools that you can use to protect your assets. Revocable and Irrevocable Trusts serve...
Joint Assets Do Not Always Avoid Probate – Donโt Play the Waiting Game!
When we discuss the benefits of Revocable Living Trusts with our potential clients, some tell us that they own everything jointly with their spouse,...
๐๐ญ๐ซ๐๐ข๐ ๐ก๐ญ๐๐ง๐ข๐ง๐ ๐จ๐ฎ๐ญ ๐ญ๐ก๐ ๐ ๐ข๐ง๐๐ซ ๐๐๐ญ๐๐ข๐ฅ๐ฌ ๐จ๐ ๐๐จ๐ฎ๐ซ ๐๐ฌ๐ญ๐๐ญ๐ ๐๐ฅ๐๐ง
A well-crafted Estate Plan gives you a great deal of control over what happens to you, your money, and your possessions once you have passed away....
Getting Started
Ready to Take the First Step?The best way to accomplish anything is by taking the first step. Our team is ready to work diligently to help you accomplish your estate planning goals. Schedule a consultation today or learn more about our process below.