A New Era of Attorneys
It’s that time of year again when the kids head out to the bus stop in the morning to start a new year of learning, eager for what lies ahead. These children aspire to do great things, but with the rising costs of undergraduate education, families need to start saving earlier and the sooner the better. A 529 plan may be the answer and could benefit your estate plan as well.Read More
One common scenario routinely encountered when planning a client’s estate is figuring out a way to allow a child with special needs to receive an inheritance from a parent (or other loved one) without it adversely impacting that child’s Social Security or Medicaid benefits. As estate planners, we often resort to using special needs trusts (also commonly known as supplemental needs trust) in the parents’ estate plans.Read More
A proper estate plan should provide for the following: (1) the ability to control your property while you are alive and able, (2) planning for you and your loved ones should you become disabled, and (3) after you die, making sure your assets go to the people you love without unnecessary cost or delay. Moreover, for an estate plan to be effective there needs to be proper asset ownership and control of the process.Read More
OFFICE HOURS & LOCATION:
20 Ridgely Avenue
Suite 204
Annapolis, MD 21401
Phone: 410-919-1790
Fax: 443-782-2516
Hours: Mon-Fri 9AM-5PM