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There are various approached to protecting your assets from federal and Maryland estate taxes or other expenses. Learn about general strategies.

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.
July 9, 2015

Recognizing Elder Abuse: Real Threats to Seniors

Elder abuse is defined as “any knowing, intentional, or negligent act by a caregiver to an elder person that causes personal, financial, or physical harm or serious risk of harm.”
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.
April 17, 2015

Ownership of Assets

There is a common misconception that all real and personal property will pass through an individual’s estate upon his or her death. Though, some assets avoid the probate process altogether depending on how the property is titled.
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.
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.
July 9, 2013

Recognizing Senior Financial Abuse

Senior financial abuse is increasing every year. The abuse can come from family members, friends, care facilities, financial institutions and of course strangers.