Simple tips for saving money while aging well

Your senior years should not be plagued with money woes. The stress that money problems bring not only ruins your aging experience but can also be disastrous to your health. Rising health care costs and your increased need for health...

Published On: Friday, March 22, 2019

Live and Learn: ALS and Health Care Powers of Attorney

A strong power of attorney is indeed powerful for a condition like Alzheimer’s. But it may come as a surprise to learn that a good “basic” advance-directive document needs considerable supplementation when it comes to a dreadful illness like ALS...

Published On: Thursday, March 21, 2019

Tips to utilize when purchasing special needs housing

If you or a loved one is in the market for a home that will meet a physical or developmental need, there are some tips to consider before you begin the process. The US Department of Housing and Urban Development...

Published On: Wednesday, March 20, 2019

Upcoming Elder Care Workshop March 21st at 10am

Our workshops are designed to be educational, interactive, informative and generate relevant discussion for attendees. Modern Estate Planning is more than just preparing a will and putting it in a safe. Find out how a comprehensive Estate Plan will protect...

Published On: Tuesday, March 19, 2019

New Options for Resident Security in Senior Living

Technology is a rapidly changing industry. Advances in technology bring are constantly changing the way we live our lives and seniors are no different. There are variety of new options emerging in security technology that can improve resident security in...

Published On: Tuesday, March 19, 2019

Who Manages Money Inherited by Minors?

Often a will or trust conveying property to a minor will establish a new trust for the management of those assets with a trustee designated to oversee the assets on the minor’s behalf. There are times when trust language is...

Published On: Friday, March 15, 2019

Who Gets the House When Someone Dies?

Who Gets the House When Someone Dies? A family member dies in Maryland owning real property? Who now owns the house? The first step is to look at the language on the deed. A deed contains a Grantor, person or...

Published On: Thursday, March 14, 2019

Preparing for the 2025 Sunset of the Transfer Tax Exemption

While many wealthy clients find the current transfer tax exemption levels for estate and gift taxes to be very favorable being that they are the highest they have ever been (i.e. $11.18 million per individual, or $22.36 million per couple,...

Published On: Wednesday, March 13, 2019

Upcoming Elder Care Workshop March 21st at 10am

Our workshops are designed to be educational, interactive, informative and generate relevant discussion for attendees. Our experienced attorney, Wilson McManus, will be sharing stories on how Elder Care Planning is beneficial and sometimes crucial. Please join us for one of...

Published On: Tuesday, March 12, 2019

Social Security: Claim Some Now and Claim More Later

Social Security: Claim Some Now and Claim More Later A popular Social Security strategy referred to as “Claim Some Now and Claim More Later” will phase out at the end of 2019. The Bipartisan Budget Act of 2015 allowed this...

Published On: Monday, March 11, 2019

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