Archive for the ‘Estate Planning’ Category
Estate and Gift Tax Update
The American Taxpayer Relief Act of 2012 A wonderful client of mine recently shared a joke with me. I thought the joke so humorous, and later, so applicable to many situations in life, that I feel it bears telling again – here it is. Two men (acquaintances) unexpectedly see each other at … Read More »
Updates in Maryland Law
Maryland’s new General and Limited Power of Attorney Act – for decades, powers of attorney in Maryland were largely unregulated – evidenced by a dearth of statutory provisions in the Annotated Code of Maryland. Subsequently, among many other problems, banks, brokerage firms, insurance companies, and other financial institutions could refuse to accept or … Read More »
Best Estate Planning for Seniors
A principle of good estate planning is that there is no “one size fits all” estate plan. Every estate plan should be customized for the particular needs and desires of a family or individual whether or not the estate is “taxable” (in 2012, over one million dollars for state estate tax purposes, or over five … Read More »
Planning Your Charitable Legacy
Many clients take advantage of our Legacy System to fully educate themselves and their families about all of the options available to them in modern estate planning, including providing a personalized planning structure for loved ones, passing along one’s values through planning (purposeful planning), providing a shell of protection (asset protection) for the shares of … Read More »
