« View All Article Categories

Estate planning documents are essential if you wish to protect your assets & loved ones. It includes Advance Healthcare Directives, Power of Attorney, Maryland Medical Orders for Life-Sustaining Treatment (MOLST), Trusts, Last Will & Testament, and Special Needs Planning.

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.
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.
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.