by DKurfiss | Apr 1, 2026 | Trusts
The short answer to this question is yes, in many cases, Marylanders can put their house in a trust. The next question, then, becomes, should I put my house in a trust? If you own a home in Maryland, it’s not just where you lay your head. It’s an asset, and for many...
by DKurfiss | Apr 1, 2026 | Trusts
If you are responsible for the care of a loved one with special needs, planning for the future carries a different kind of weight. Many clients with at least one disabled loved one ask us: What happens to my loved one if I pass away unexpectedly? Will an inheritance...
by DKurfiss | Feb 2, 2026 | Asset Protection, Estate Planning
Every January, CSRA limits (Community Spouse Resource Allowance) change how you will be affected if your spouse needs long term care under Medicaid. Here’s what you need to know about the changes in 2026. When one spouse needs nursing home care or other long-term care...
by DKurfiss | Aug 29, 2025 | Power of Attorney, Advanced Healthcare Directives, Finances
Creating a will and trust is just the beginning of estate planning. You will also want to grant power of attorney (POA) to a person that you trust to handle your financial affairs if you are incapacitated. You will also want to appoint someone to make medical...
by DKurfiss | Jul 11, 2025 | Trusts
People look to trusts to enable them to avoid the often lengthy delays and fees of probate, to reduce taxes, and to protect their privacy, since wills are a matter of public record. Trusts can also enable a trustee to step in immediately without court intervention to...
by DKurfiss | Jul 3, 2025 | Trusts, Estate Planning, Irrevocable Trust, Living Trust, Revocable Living Trust, Revocable Trust
A trust is a valuable tool to take care of your family after you are gone. They enable you to avoid probate for the named assets, protect privacy, avoid certain fees and taxes, avoid lengthy delays, provide financial care for minor children and many other benefits....
by DKurfiss | Jun 9, 2025 | Estate Planning
When you are getting a divorce, it can seem like there are a million moving parts to manage at a time when you are emotionally drained. Child custody, property division, and reorganizing your life can be overwhelming. It can be easy for some critical concerns to fall...
by DKurfiss | May 18, 2025 | Estate Planning, Irrevocable Trust, Living Trust, Revocable Living Trust, Revocable Trust, Trustee, Trusts
https://chesapeakewillsandtrusts.com/wp-content/uploads/2025/05/why-cwt-created.mp4 Greg Jimeno of Chesapeake Wills &Trusts, an estate planning firm in Maryland, discusses the devastating experience his grandparents had with estate planning, — and how that...
by Greg Jimeno | Nov 26, 2024 | Estate Planning
It’s easy to procrastinate. But if you don’t put things in order with proper estate planning, you will leave chaos for your loved ones, and your estate may not be distributed as you intended. It was important to our Maryland client to protect his loved...
by Greg Jimeno | Jul 31, 2024 | Wills, Trusts
Two of the most common estate planning tools are trusts and wills. While both serve as a secure way to provide for the management and distribution of your assets after your death, they are set up differently and operate in different ways. To understand why so many...