Should I Transfer My Assets into A Living Trust on My Own?
The first step to having assets officially owned by a living trust and not by you personally is to set up a living trust. However, don’t forget the second and crucial step of funding a living trust, which involves making sure that the assets are transferred into...
Is it Worth Avoiding Maryland Probate?
If you pass away with a will or fail to take extra care in your estate plan, certain assets will end up in Maryland probate. Although this is the official process for closing out your estate, you might not want your heirs to have to work through probate and deal with...
Don’t Forget These Five Aspects When Creating A Will
A will protects your family and your assets and yet plenty of Americans don’t have a power of attorney or a will. During the accumulation years, or the time period you spend working and earning money, there are many different phases of your life that you may...
How to Create Your Own Estate Planning Rule Book
We encourage all our clients to create their own estate planning rule book, putting a comprehensive estate plan in place that lets them set the rules today for what will happen in the future. From making financial and health care decisions to helping your family avoid...