Estate planning? Who has time for that? You have a job, you go to school, you've got kids, there’s soccer practice and dance classes, you work with the church, the dog needs walking, and oh yeah, you might want a little bit of a social life. So with all that going on who really does have time to think about the future and plan for their loved ones? In working with a lot of clients who are younger, who just bought Read More
A Brief Q&A on the Maryland Probate Process
The Maryland probate process involves proving that a deceased person’s will is valid and administering property or debts in accordance with the valid will. Depending on the amount of property or debt, the probate process can be complicated. The following information will help you work toward understanding the Maryland probate process. What is a will? A will is a legal document that is signed by the decedent in Read More
Your Estate Planning Documents Are Done. Now What?
Our firm maintains relationships with financial and tax advisors in order to assist us in answering complex questions in these areas of your estate planning. The following article was written by our friend Brian Kuhn of PSG Clarity and titled "Your Legal Documents Are Done, Now What? – A Financial Planner’s Perspective". Brian has graciously allowed me to reprint the article here. For all of your financial and Read More
Avoiding Probate: Is It Worth It?
Our firm maintains relationships with financial and tax advisors in order to assist us in answering complex questions in these areas of your estate planning. The following article first appeared in our friend Kevin O'Reilly of The Emerald Financial Group's monthly newsletter entitled "Your Financial Compass". Kevin has graciously agreed to allow me to reprint it here. For all of your financial and tax planning needs, Read More
