« View All Article Categories

Estate planning is a gift to your family & loved ones. Planning ahead puts you in control of your choices!

December 6, 2018

Statistics & Risks of Elder Abuse

According to the National Council on Aging, approximately 1 in 10 Americans over the age of 60 have experienced some form of elder abuse, and of the nearly 5 million cases each year, only 7% are ever even reported to the police.
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.
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.
November 14, 2014

Hospice Care—Choosing Wisely

Among its many attributes, Baltimore is one of the nation’s leaders in medicine. This reputation for high-quality health care extends to Baltimore’s hospice care providers as well. However, as detailed by a recent series of Washington Post articles, that experience is not universal.
October 13, 2014

The Highs & Lows of the Home Health Care Sector

As baby boomers approach and live past retirement age it is no surprise that significant demands will be placed on every industry associated with caring for the elderly.
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.
April 24, 2014

Preventing Elder Abuse

Elder abuse can take many forms. These include direct physical, emotional, or sexual abuse and indirect abuse such as neglect, abandonment, and exploitation.
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.