There are certain life occurrences that take place which merit a prompt review of your estate planning documents and often require some updates as a result. These include: Birth – When a new family member is born this may impact...
Published On: Thursday, May 23, 2019
We often hear clients ask about whether their small estate will require them to endure a typical, lengthy probate process. There are ways under Maryland statutes to avoid a full estate administration, but several factors, not just monetary value, determines...
Published On: Wednesday, May 22, 2019
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, May 21, 2019
The Consumer Financial Protection Bureau reports that borrowers in their later years have increased by 20% over the last five years. Older Americans are either taking out student loans for adult children or grandchildren and dealing with this debt is...
Published On: Monday, May 20, 2019
Many people who visit our offices seek to avoid the situation in which life is prolonged at all costs. Subsisting on expensive life-support, long past when that treatment might improve life, is not an inviting prospect. For that reason, it’s...
Published On: Friday, May 17, 2019
A new tax law enacted in 2017 doubled the standard deduction to $12,000 for individuals and $24,000 for couples. For many this means that the standard deduction will lower your tax bill more than itemizing your deductions. For most people,...
Published On: Thursday, May 16, 2019
The smart personal assistant revolution is moving forward at a breakneck pace. It took approximately 30 years for the cellular telephone to begin outnumbering people on the planet, but smart personal assistants are projected to outnumber humans in half of...
Published On: Wednesday, May 15, 2019
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, May 14, 2019
Under the Affordable Care Act, Maryland Medicare beneficiaries receive a free annual wellness visit. This is not to be confused with an annual physical. The difference between the two can be extremely costly. For your annual wellness visit, you will...
Published On: Monday, May 13, 2019
A study conducted by The Blackstone Group, an independent research firm, on behalf of Bankers Life Center for a Secure Retirement outlines some very unsettling data regarding middle-income baby boomer retirement care preparedness. According to the survey above, the bleak...
Published On: Friday, May 10, 2019