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There are many legal documents involved in the development of estate plans, including Advance Healthcare Directives, Wills, Power of Attorneys, Trusts and Special Needs Planning.

November 20, 2018

Expanded 529 Plans

While experts have and will continue to debate the benefits and costs of the 2017 tax reform for consumers, one clear benefit is the expansion of benefits from the use of a 529 Education Savings Account.
August 30, 2018

Common Misconceptions About Estate Planning

Failing to have a Will or a Trust highlights misconceptions that continue to exist about Elder and Estate Law. Planning for the future now will provide priceless comfort and security for your loved ones after your death.
February 9, 2018

Understanding Contract Provisions as a Component of an Estate Plan

Reviewing contracts that control our accounts and asking questions about those agreements has become a necessary component of estate planning.
September 1, 2015

Life Estate Deeds Advantages & Disadvantages

Today, it is possible to re-title the ownership of many assets by adding a beneficiary. When the asset is real property, for example your house, this occurs through the use of a life estate deed.
June 17, 2015

The Importance of Establishing Advance Health Care Directives

An Advance Health Care Directive can be oral, but usually is a written legal document. It expresses a person’s wishes about what should be done if they later become incapable of making their own healthcare decisions.
May 18, 2015

The Pros & Cons of Co-Owned Accounts (JTWROS)

This article specifically addresses the Pros and Cons of accounts that are titled ‘Joint Tenant with Rights of Survivorship’, (JTWROS). An account, titled in two or more persons’ names that have rights of survivorship, is jointly owned by those individuals.
December 18, 2014

A Single-Minded Approach: Estate Planning for the Unmarried

With no family to provide for, many singles may feel that having a plan isn’t a necessity. However, the truth is that estate planning for single individuals is just as important, and sometimes more complex, than planning for married couples.
October 25, 2014

Creating Guardianships in Maryland

Guardianships can occur when people fail to plan for disability which then occurs. Maryland has a vested interest in protecting its citizens and what they own.
July 16, 2014

More Americans are aging in place. Can towns and cities adapt?

The age of the older American homeowner is upon us. The question is: Will communities be ready for the challenges that come with that?