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This week, Senator John Thune of South Dakota, announced that he is, once again, leading an effort to repeal the federal estate tax. If passed, the Death Tax Repeal Act of 2019 would completely and Read More
Plan now to prevent your descendants from squandering your wealth after you die. According to an ancient Chinese proverb, “Wealth does not pass three generations” — the first generation builds the wealth; the second generation Read More
The relationship between estate planning lawyers and financial advisors (of all types – CFPs, investment advisors, insurance professionals, CPAs, and other financial consultants) is critically important when it comes to client service. While our fields Read More
As the holiday season approaches, we anticipate joyous family gatherings, great food, holiday merriment, and…estate planning? While it may seem like a taboo topic for a fireside chat, estate planning is critically important and the Read More
Many of you know about our close relationship with Hope Connections for Cancer Support. Hope Connections is a Maryland non-profit providing critical support services to cancer patients and their loved ones – FREE OF CHARGE. Read More
Thanksgiving is upon us! We’d like to remind everyone to be prepared… with plenty of pie, firewood, and great company! Thank you for continuing to support, trust and recommend us. Having your confidence remains Read More
This Veterans Day, and every day, we are thankful for the millions of men and women who have served in every capacity and every branch of our United States military. There’s no way that we can Read More
Qualified Personal Residence Trust | Maryland and Federal Law Provide Strong Tax Incentives to Certain Local Real Estate Owners A Qualified Personal Residence Trust (QPRT) is a useful estate planning tool for many people, especially Read More
Understanding Financial Considerations Before A Second Marriage | Risks and Opportunities Disagreements about money are the number one cause of arguments among married couples. If you have already exited your first marriage, you might be Read More
Citing security concerns, most big banks now prohibit customers from depositing cash into personal bank accounts of which they are not a joint owner or an authorized user. Bank of America, Wells Fargo, and Chase Read More