by Greg Jimeno | Aug 13, 2020 | Estate Planning, Executor, Probate
In Maryland, as in many other states, probate refers to the legal proceedings that are initiated to administer a deceased individual’s estate. You could have been named as executor or personal representative of the estate through the decedent’s last will...
by Greg Jimeno | Jul 30, 2020 | Estate Planning, Revocable Living Trust, Revocable Trust
Having all of your estate planning documents on the same page is one important step towards ensuring a smooth transfer of your assets during your life if needed and after you pass away. A trust and a will are distinct legal documents that might share a common goal of...
by Greg Jimeno | Jul 16, 2020 | Estate Planning, Trusts
When you plan to create a trust in Maryland, your main concerns are that the trust serves a bigger estate planning purpose and that it protects your loved ones from unnecessary conflict or issues. The creation of a trust means that you have taken an important step in...
by Greg Jimeno | Jul 3, 2020 | Estate Planning, Fiduciary
When you create a trust, you’re not just thinking about the property you’ll place inside of it, but who will be responsible for managing it. This person is known as the trustee and they hold an important fiduciary duty to act on behalf of the beneficiary’s best...
by Greg Jimeno | Jun 16, 2020 | Assets, Trusts
Do you have an adult child you’d like to transfer assets to, but you’re concerned about their ability to handle it properly? You’re not alone. This problem is often referred to as “the spendthrift issue” and thankfully, there are estate planning tools available to...
