by Greg Jimeno | Apr 14, 2020 | 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...
by Greg Jimeno | Mar 24, 2020 | Estate Planning
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...
by Greg Jimeno | Mar 11, 2020 | Estate Planning, Trustee
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...
by Greg Jimeno | Feb 11, 2020 | Advanced Healthcare Directives, Estate Planning
Realizing that you’ve just been diagnosed with a serious medical condition can be an overwhelming prospect. There are many things to think about when it comes to protecting yourself and your family during this challenging time. Don’t neglect the opportunity to create...
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...