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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.

June 11, 2014

Nursing Home Admission Agreements

Nursing homes require a written “Admissions Agreement.” This is a complex and binding contract typically signed before admission occurs.
August 26, 2013

Estate Planning Lessons From The Boss

Estate and “death tax” planning must be undertaken in a way that also educates the client. In this way, the client understands the applicable laws, how those laws will impact their ultimate goals or how they may lower or increase the potential taxes occasioned at death.
October 15, 2012

Do I Really Need an Advance Health Care Directive?

Without an AHCD document, decisions may be determined in court through a guardianship case if you are no longer able to do so, a scenario most people try to avoid.
March 28, 2012

What is Guardianship?

In Maryland, a guardianship may become necessary when an individual fails to appropriately institute an estate plan, a Power of Attorney and an Advance Health Care Directive.