(410) 224-7800 • 200 Harry S. Truman Parkway, Suite 320, Annapolis, Maryland 21401
Estate Planning & Trusts
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 carrying out the client’s ...
Motor Vehicle Transfers to Maryland Revocable Living Trusts A question often arises when funding a new or existing revocable living trust (“living trust”) whether the trustmaker should retitle his or her motor vehicles to the trust. Two recently enacted Maryland laws have ad ...
PART 1: Inheritance Trusts and How They Work The key to estate planning is understanding clients’ goals for the process. Generally, as a primary overarching goal, clients cite their desire to maintain their assets for as long as possible as a safety net protecting themselves ...
PART 2: The Benefits of Using Inheritance Trusts In part 1 of this series, we described Inheritance Trusts and how they can achieve clients’ desires to maintain their assets for as long as possible as a safety net protecting themselves and their loved ones from both anticipa ...
The Logistics of Inheritance Trusts In parts 1 and 2 of this series, we described Inheritance Trusts and how they can achieve clients’ desires to maintain their assets for as long as possible as a safety net protecting themselves and their loved ones from both anticipated a ...
The Maryland Health Care Commission estimates that about 70% of individuals over age 65 will require at least one type of long term care (“LTC”) during their lifetime. If LTC is required, the cost of this care in a nursing facility in our area currently averages between $70, ...