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Estate Planning and Etiquette May is National Etiquette Month. “Etiquette” is a fancy word for manners and “Manners”, I have heard, is just a formalization of what we call love and respect. Therefore, the month of May could be the solution for all of the ills in our...

Has Your Estate Eclipsed Your Estate Plan? Estate planning attorneys work hard to create estate plans that fit the client’s needs to ensure that everything works together for the client and their loved ones. Estate plans remain effective as long as they accurately...

Selecting the best fiduciary for your estate plan is a critical decision that should be made with careful consideration. A fiduciary is a person or entity that is appointed to manage your assets and affairs in the event that you are no longer able to do so yourself....

Creating an estate plan is an admission of your mortality. The admission that you will die is difficult, but “common to man”. However, what happens if you don’t die? That is, you could become incapacitated before you die. Incapacity planning is an essential but often...

A revocable living trust is a legal document that allows you to transfer your assets to a trust during your lifetime. The trust then becomes the legal owner of your assets, and you can continue to manage and use them as the trustee of the trust. One of the primary...

A revocable living trust is a legal document that allows you to transfer ownership of your assets to a trust during your lifetime. As the grantor or creator of the trust, you can serve as the trustee and retain control over the assets, while also designating a...

Would you like to provide your children or loved ones with an inheritance but protect them from the risks that may accompany a large windfall? If so, you can create a beneficiary-controlled trust in which the person you name as the trust’s primary beneficiary has...

Nothing lasts forever. While trusts can stretch across generations and keep valuable money and property within a family, no trust has unlimited funds or an interminable time horizon. Every trust, at some point, will end. Maryland law, however, has a unique feature...

Do you really own the home you live in? If you are currently living in a property that you inherited but the deed has not been transferred into your name, you may be surprised to learn that, under the law, you are technically not the owner. This legal situation is...

With couples of similar ages, planning for the future is naturally a joint effort. However, if you are married to someone who is significantly older or younger than you, the future can look different and mean different things to each of you. To protect yourself, your...