Demystifying Estate Planning: Understanding the Numbers
Estate planning often feels like something to be dealt with later, when we’re older, wealthier, or when life slows down a bit. However, the reality is that estate planning is critical when it comes to responsible living, regardless of age or financial status. To truly appreciate its significance, we will examine some eye-opening statistics that
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An Estate Planning Checklist
Planning your estate can be complicated and confusing. There are so many factors to consider and lots of legal steps that must be taken to ensure your will divides your assets as you intend. Planning your estate is the best way to guarantee your loved ones are taken care of in the event of your
Read MoreHow Donald Trump’s Presidency May Impact Estates in Maryland
The 2016 Presidential campaign had varying proposals from both Hillary Clinton and Donald Trump in many different areas. One area with the most pronounced differences between the two was on estates. When looking a policy around estate related issues, taxation typically is the most heated topic. On the campaign trail, Hillary Clinton proposed a 65%
Read MoreCreating a Living Trust in Maryland
People are increasingly turning to living trusts because of the flexibility of these estate planning tools. Also known as inter vivos trusts, a living trust permits you to place your assets in the trust while still controlling the property during your lifetime. The trust owns any assets placed in it. However, you can name yourself
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