Maryland's Legacy Planner

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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Wednesday, October 15, 2014

Have You Defeated Your Own Will?

Contrary to popular belief, your Will does not supersede the beneficiary designations on your insurance, bank accounts, and retirement assets.
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Wednesday, August 20, 2014

Should I Write My Own Will?

Lincoln said “He who represents himself has a fool for a client.” 
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Wednesday, August 13, 2014

Life Insurance: How Much and What Kind?

Life insurance can be an affordable way to provide for our children, spouse, a sibling, aging parents and others if we should die while they are depending on us.
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Wednesday, August 6, 2014

Estate Planning Basics for Newlyweds

It’s that time of year – the time for beautiful weddings, fun receptions, delicious cakes, special gifts, and romantic honeymoons.

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Wednesday, July 23, 2014

The Truth About Personal Risk Management Part 2: Using Trusts in Estate Planning

Paying insurance premiums to protect against potential losses frees us mentally to enjoy driving a car, leave our house empty while on vacation and receive medical treatment for an injury or illness.
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Wednesday, July 16, 2014

The Truth About Personal Risk Management, Part 1: Insurance

Personal risk management is being aware of the risks in your home and in your life, and then planning how to handle those risks.
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Wednesday, July 9, 2014

Hobby Lobby Decision

Thanks to the Supreme Court we now know that the religious convictions of the owners of closely held companies (which are not publicly traded) retain a protected status under the Religious Freedom Restoration Act.
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Wednesday, July 2, 2014

Inherited IRAs

The Clark case, recently issued by the Supreme Court, has shaken the foundation of certainty that IRA accounts are exempt from the claims of creditors.

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Archived Posts


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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