How the CARES Act Will Impact Required Minimum Distributions, Retirement Planning, and Estate Planning
We wanted to bring you some important updates about your retirement accounts and how you might be able to utilize these new developments in your long-term financial and estate planning. Required Minimum Distributions in 2020: If you were expecting to have to take a...
Can You Afford to Skip a Will in Your Estate Plan?
Do you have minor children? Do you have specific plans for pieces of your property that you want to pass to certain people in your family? Do you want to exclude other people from your estate? If any of these apply to you, you could benefit from a will. The most...What Happens When a Maryland Trustee Passes Away?
The governing documents established at the creation of the trust determine what happens if the role of trustee is vacated for any reason. This includes the trustee’s decision to step out of the role, a legal conflict in which the court determines the trustee needs to...