(410) 224-7800 • 200 Harry S. Truman Parkway, Suite 320, Annapolis, Maryland 21401
Estate Planning & Trusts
After enactment of the Setting Every Community Up for Retirement Enhancement Act (the SECURE Act) on January 1, 2020, clients now need to re-examine their estate planning with their advisors with regard to their IRAs and other qualified retirement plans. ...
With clients worried about a perceived stock market top in the near term and a potential recession in the next 18 months, it's probably a good time to look at an old favorite in our Estate and Trust planning toolbag: the Charitable Remainder Trust (gener ...
We previously provided an overview of Charitable Remainder Trusts (CRTs) and suggested that they might be a good strategy to employ to avoid immediate capital gains taxes on appreciated or concentrated marketable securities positions. That overview has s ...
We previously provided an overview of Charitable Remainder Trusts (“CRTs”) and suggested that now might be a good time to employ this strategy to avoid immediate capital gains taxes on appreciated or concentrated marketable securities positions. That ove ...
Assisted Reproductive Technology and Estate Planning: When Science Gets Ahead of the Law Traditionally, Americans and the law have thought of families as mothers, fathers and their children conceived by conventional methods and brought to term i ...
Each year, the approaching Holidays spark questions about the federal gift tax and its applicability to year-end gifts. We all quite naturally want to make gifts in this season so that we can watch our loved ones enjoy them. For those who can ...
This is our third article about the importance of planning for physical or mental disability. In a prior article, we focused on financial management planning alternatives for persons facing potential health crises and incapacity. In our last a ...
As we live longer, we face an increased likelihood of physical or mental disability. In our last article, we focused on financial management planning alternatives for persons confronted with potential health crises and incapacity. While financ ...
In our last article, we focused on the importance of lifetime planning for Mature Single Individuals and some of the impediments they face in accomplishing such planning. This article focuses on financial management planning alternatives for persons conf ...
Estate planning generally addresses three primary goals: keeping the client in control of his or her person and property while he or she is alive and well; taking care of the client and his or her loved ones if the client becomes incapacitated; and carryi ...
200 Harry S. Truman Parkway, Suite 320
Annapolis, Maryland 21401
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