Maryland's Legacy Planner

Wednesday, April 19, 2017

How to Choose a Trustee

When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs - collect income, pay bills and taxes, save and invest for the future, buy and sell assets, provide for your loved ones, keep accurate records, and generally keep things organized and in good order.
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Friday, May 29, 2015

Maryland income tax refund granted by the Supremes

The Supreme Court (Comptroller of the Treasury of Maryland v. Wynne) has found that Maryland acted unconstitutionally by not giving its residents a full credit for taxes paid to other states.
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Tuesday, April 28, 2015

Mistake #8 - Failing to Take Care in Funding the Trust

It is not unusual for people to transfer existing assets to their trust, but then forget to add new ones.

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Tuesday, April 21, 2015

Mistake #7 - Not Keeping Your Plan Up to Date

Every estate plan is based on the personal, family and financial situations, and tax laws, in effect at the time it was created.
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Tuesday, April 14, 2015

Mistake #6 - Not Funding a Trust

A trust can only control the assets that are placed into it.
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Tuesday, April 7, 2015

Mistake #5 - Not Planning for Incapacity

If someone cannot conduct business due to mental or physical incapacity, only a court (guardian) appointee can take over for this person—even if a valid will exists.
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Tuesday, March 31, 2015

Mistake #4 - Not Naming a Guardian for a Minor Child

A guardian for minor children can only be named through a will.
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Tuesday, March 24, 2015

Mistake #3 - Not having a Coordinated Estate Plan

It can be difficult to coordinate multiple beneficiary designations and titles so that your beneficiaries inherit the way you want.
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Tuesday, March 17, 2015

Mistake #2 - Relying on Joint Ownership

Many older people add an adult child to the title of their assets (especially their home), often to avoid probate.
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Tuesday, March 10, 2015

Mistake #1 - Not Having a Plan

Maryland has laws for distributing the property of someone who dies without an estate plan...
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Friday, February 6, 2015

New Death Tax Proposal

Have you been following the proposed tax law changes on the Hill? 

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Attorney Lindsey Warren Duvall assists clients throughout Anne Arundel County and Prince Georges County, including but not limited to Annapolis, Davidsonville, Gambrills, Crofton, Severna Park, Crownsville, South River, Millersville, Waugh Chapel, Odenton, Piney Orchard, Severn, Upper Marlboro, Bowie, Glenndale, Galesville, Gibson Island, Arundel Mills, Columbia, Edgewater, Deale, Harwood, Lothian, Churchton, Shady Side, Cape St. Claire, Broadneck, Arnold, Jessup, Laurel, Linthicum, Mitchellville, Pasadena, and Lake Shore, MD.

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