When are Wills Going Digital? The Latest on Electronic Wills

With everything going digital, it is reasonable to assume that sooner or later, you can fully execute your Last Will & Testament is a purely digital and remote manner. An electronic will is a digital document that is electronically signed...

Published On: Friday, May 24, 2019

How Often Should I Update My Estate Plan?

There are certain life occurrences that take place which merit a prompt review of your estate planning documents and often require some updates as a result. These include: Birth – When a new family member is born this may impact...

Published On: Thursday, May 23, 2019

Do Small Estates Have to Go Through Maryland Probate?

We often hear clients ask about whether their small estate will require them to endure a typical, lengthy probate process. There are ways under Maryland statutes to avoid a full estate administration, but several factors, not just monetary value, determines...

Published On: Wednesday, May 22, 2019

Upcoming Workshop on May 23rd 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, May 21, 2019

Senior Adults with Student Loans - Should You Go into Debt to Help Your Grandchildren Go to College?

The Consumer Financial Protection Bureau reports that borrowers in their later years have increased by 20% over the last five years. Older Americans are either taking out student loans for adult children or grandchildren and dealing with this debt is...

Published On: Monday, May 20, 2019

Mercy or Murder? Medical Aid-in-Dying Becomes Law in New Jersey

Many people who visit our offices seek to avoid the situation in which life is prolonged at all costs. Subsisting on expensive life-support, long past when that treatment might improve life, is not an inviting prospect. For that reason, it’s...

Published On: Friday, May 17, 2019

Looking for Tax Advantages While Giving Back to Your Alma Mater?

A new tax law enacted in 2017 doubled the standard deduction to $12,000 for individuals and $24,000 for couples. For many this means that the standard deduction will lower your tax bill more than itemizing your deductions. For most people,...

Published On: Thursday, May 16, 2019

The rapid rise of the smart personal assistant

The smart personal assistant revolution is moving forward at a breakneck pace. It took approximately 30 years for the cellular telephone to begin outnumbering people on the planet, but smart personal assistants are projected to outnumber humans in half of...

Published On: Wednesday, May 15, 2019

Upcoming Workshop on May 16th 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, May 14, 2019

A Medicare Costly Mistake – Knowing the Difference Between a Wellness Check and an Annual Physical

Under the Affordable Care Act, Maryland Medicare beneficiaries receive a free annual wellness visit. This is not to be confused with an annual physical. The difference between the two can be extremely costly. For your annual wellness visit, you will...

Published On: Monday, May 13, 2019

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