Blog

Nov. 3, 2022

An estate plan often focuses on tangible property such as jewelry, artwork, money, and vehicles.

Dec. 10, 2021

When you think about estate planning you may think about a set of documents that provides for the distribution of assets after you die.

Nov. 12, 2021

The 2021 holiday season is upon us. That means that we are coming to the end of another year, but there is still time to get some major estate planning goals accomplished. Here are ten things to do before the end of the year.

Sept. 2, 2021

On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). The SECURE Act, which is effective January 1, 2020.

April 23, 2021

For every person who transfers a home to an adult child without incident, there is another person who regrets the decision to do so. as with other estate planning tools, transferring a residence to an adult child is not always the best option for everyone. While the property will escape the probate process. If you are considering transferring your home to an adult child, it is important to first consider the risks involved.

April 23, 2021

Why do I need life insurance? Most people benefit from having life insurance. It is just a question of what type of life insurance best fits your needs and circumstances.

April 21, 2021

Many Americans spend a lot of time and effort in managing their finances. While most are worried about how the coronavirus (COVID-19) will impact their income—whether that's because they are temporarily furloughed, find themselves suddenly without a job, or watching their investment and retirement accounts dwindle—there is another way COVID-19 can wreak havoc on American's finances: lack of incapacity planning.

March 26, 2021

How do I make sure my grandchildren are taken care of if something happens to me in prince George's county, Maryland?

March 4, 2021

A well crafted estate plan is designed to stand up against foreseeable eventualities, but ordinary life changes in family relationships, revisions in personal goals, financial changes and new legislation can make provisions in a well designed plan inoperable, unnecessary or obsolete. Keeping your estate plan current is vital to achieving the goals you set out to accomplish. Consequently, consider the following events which may signal a need for review and potential revision of your estate plan: