by Greg Jimeno | Jan 28, 2020 | Estate Planning, Trusts
The establishment of a revocable living trust in Maryland is an important first step in protecting the interests of you your family and ensuring that your assets are as protected as possible. However, there is a common misunderstanding that creating a revocable living...
by Greg Jimeno | Jan 14, 2020 | Estate Planning, Finances
If you created a will that gifts some assets to your children or grandchildren but haven’t taken the time to determine what’s in the best interest for you and your spouse in retirement, you’re not done planning. The loss of a spouse can be a devastating and...
by Greg Jimeno | Dec 19, 2019 | Estate Planning, Personal Representative, Wills
Many people are under the impression that a will is unnecessary, particularly if they assume that they do not have valuable or enough assets. The truth is that everyone needs a will, and creating one now makes things easier for your beneficiaries. Creating a will in...
by Greg Jimeno | Dec 3, 2019 | Estate Planning, Wills
The Orphan’s Court in Maryland reviews wills to determine whether or not they are in compliance with state laws. A will is legally valid when it meets all the terms and requirements of Maryland law. In the event that this analysis finds that the will was...
by Greg Jimeno | Nov 5, 2019 | Estate Planning, Revocable Living Trust
Whether or not a revocable living trust is the right tool for you depends on your desires, needs, goals, exposure to estate tax and liabilities and capabilities. One of the most common misconceptions around using a living trust in Maryland is that creating a revocable...