Blog
New law avoids Inheritance Tax for Domestic Partners.
On October 1, 2023, a new Maryland law went into effect regulating how couples may register as Domestic Partners and the information required in a...
BUYER BEWARE! Pitfalls of Creating Legal Documents Online
We understand, and share, your desire to be cost-effective. So, when you see websites that prepare Wills at a fraction of the cost of an attorney,...
Should I include Pets in my Estate Plans?
Nearly 70% of U.S. households own pets. While you may consider your pet to be a living, breathing member of your family, the reality is that the law...
Revocable Trusts: Not Just for the Wealthy
"I am not rich – why would I need a Trust?” A common misconception we often hear regarding Trusts is that Trusts are only needed by people who have...
𝐌𝐲 𝐟𝐚𝐭𝐡𝐞𝐫 𝐫𝐞𝐜𝐞𝐧𝐭𝐥𝐲 𝐩𝐚𝐬𝐬𝐞𝐝 𝐚𝐰𝐚𝐲. 𝐖𝐡𝐚𝐭 𝐝𝐞𝐚𝐭𝐡 𝐭𝐚𝐱𝐞𝐬 𝐰𝐢𝐥𝐥 𝐈 𝐛𝐞 𝐫𝐞𝐬𝐩𝐨𝐧𝐬𝐢𝐛𝐥𝐞 𝐟𝐨𝐫?
There are five sets of death taxes that are relevant for Maryland residents: First, there is Final Personal Income Tax (Federal and Maryland), which...
𝐂𝐚𝐬𝐞 𝐒𝐭𝐮𝐝𝐲: 𝐋𝐞𝐚𝐯𝐢𝐧𝐠 𝐘𝐨𝐮𝐫 𝐇𝐨𝐦𝐞 𝐭𝐨 𝐘𝐨𝐮𝐫 𝐒𝐨𝐧
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...
“I don’t need an attorney to draft my Will, I’ll just prepare one on the internet.”
“I don’t need an attorney to draft my Will, I’ll just prepare one on the internet.” 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...
“I now have a Will. That will avoid Probate and make my family’s life easier when I go, right?” 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!...
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.
