Upcoming Workshop September 26th at 10am

Our workshops are designed to be educational, interactive, informative and generate relevant discussion for attendees. Modern Estate Planning is more than just preparing a will and putting it in a safe. Find out how a comprehensive Estate Plan will protect...

Published On: Tuesday, September 18, 2018

What is a Spendthrift Provision?

A "spendthrift provision" is a clause in a Trust or a Will that protects a beneficiary against a creditor attaching prior debts against the beneficiary's inheritance as well as preventing the beneficiary from acquiring debt based on the future inheritance....

Published On: Monday, September 17, 2018

Tips on Pre-Planning Your Funeral

A funeral can be a major expense, so it is good idea to have a plan for how your loved ones will pay for yours. Keep in mind that your money may not be immediately accessible to your loved ones...

Published On: Friday, September 14, 2018

Aging in Place with Continuing Care Retirement Communities (CCRCs)

Continuing Care Retirement Communities (CCRCs) are springing up all over the country because they meet a very big need for the aging population. Maryland has many of these communities throughout the state. They provide a way for seniors to “age...

Published On: Thursday, September 13, 2018

What is the Difference Between Hospice and Palliative Care?

The main distinction between hospice and palliative care is the presence of a terminal illness. Hospice is a holistic, patient-centered, team-based protocol that provides comfort while seeking methods to enhance quality of life for the time the patient has left...

Published On: Wednesday, September 12, 2018

Upcoming Workshop September 20th at 6pm

Our workshops are designed to be educational, interactive, informative and generate relevant discussion for attendees. Modern Estate Planning is more than just preparing a will and putting it in a safe. Find out how a comprehensive Estate Plan will protect...

Published On: Tuesday, September 11, 2018

More Telehealth Options Thanks to the CHRONIC Care Act of 2018

In February 2018, the Creating High-Quality Results and Outcomes Necessary to Improve Chronic (CHRONIC) Care Act was passed by Congress and signed by President Trump. This act will provide many more options for seniors on Medicare who need in-home patient...

Published On: Monday, September 10, 2018

New Marriage Means Updated Estate Plan

Now is the time to think about a happy future. However, it is also time to prepare your spouse for handling any future estate challenges. You have decided to marry and focus on the good times. However, it may also...

Published On: Friday, September 07, 2018

Overseas Travel Can Create Estate Challenges

Perhaps it would be wise to visit an estate planning attorney before traveling to other countries. It might be prudent to consider the worst case scenarios and speak with an estate planning attorney before traveling to foreign nations, according to...

Published On: Thursday, September 06, 2018

Make Sure Your Spouse Knows Estate Plan

The document may be well written but is your spouse prepared to handle it>? You should speak with your spouse and prepare them to handle your estate plan when the time comes, according to Forbes in "5 Questions You Should...

Published On: Wednesday, September 05, 2018

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