(410) 224-7800 • 200 Harry S. Truman Parkway, Suite 320, Annapolis, Maryland 21401
Estate Planning & Trusts
Few spouses recognize that just as you can make annual trust gifts for other family members that are excluded from federal gift and estate tax, you can also make annual tax excluded gifts to your spouse. These spousal tax excluded gifts are often an overlooked opportunity b ...
I am often asked if Estate Planning has gotten easier as a result of recent changes in federal and Maryland estate tax law. My response: Estate Planning has not gotten easier, it has just become different. Coupled with other changes in society (e.g., lengthening mortality, v ...