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Wills

Friday, February 1, 2019

Do Your Parents Have an Estate Plan?

             Are you in the “sandwich generation” (someone who is caring for both your children as well as your parents simultaneously)?, If so, you need to know whether or not your parents have an estate plan. While it is still your parent’s choice to make estate planning decisions, having a plan -- no matter how late in life it is created -- is an absolute must.

            Speaking with your parents about their finances and estate planning probably can be tough. Nonetheless, that conversation is the key to helping make sure your parents are able to live their golden years without financial worries, that their wishes are carried out after their death, and that your care for them doesn’t extend beyond their death to straightening out the mess left behind because there was no estate plan.


 


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Thursday, November 15, 2018

Why Joint Tenancy Should Not Be the Go-To Plan for Newlyweds


If you are recently married or have been married and are acquiring additional assets, know that you have options when it comes to how the property will be titled. And, although joint tenancy seems like an easy and convenient choice, it may not work as well as you would think.

What is Joint Tenancy?

After getting married, it is common for couples to take title to one another’s bank accounts, brokerage accounts, personal property, and other assets as joint owners. There are two versions of joint tenancy available in Maryland: joint tenants with right of survivorship (JTWROS) and Tenants by the Entireties (TBE or T/E). There are several distinctions between the two forms of joint tenancy, one of which is that, a JTWROS joint owner can take unilateral action to get out of the joint tenancy very quickly, a TBE joint owner must be divorced in order to change the titling.
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Friday, November 9, 2018

Your Post-Honeymoon Legal Checklist


Your wedding is over and the day was absolutely perfect. You went away on your honeymoon with your new spouse and had the time of your lives. Now you are back and can breathe a sigh of relief and watch the rest of the years ahead unfold before your eyes. Well, not so fast. Now that your honeymoon is over, there are several things you should be mindful of to make sure that the legal and financial parts of your life properly reflect your newly married status.


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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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Monday, November 4, 2013

Other Considerations in Planning for your Minor Child(ren) PART III

Probably the most important issue for you as the parent of young children is naming a guardian in your Will.


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Friday, November 1, 2013

Naming a Guardian for Your Minor Child(ren) PART II

Naming a guardian can be a difficult decision for many parents.


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Wednesday, October 30, 2013

Naming a Guardian for Your Minor Child(ren)

Probably the most important issue for you as the parent of young children is designating their guardian in your Will.


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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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