Blog

Getting Started with the Probate Process

September 3, 2019
Estate Planning

As the Personal Representative or Executor of a will, it’s helpful to know what to expect once the probate process begins. Let’s take a look at the early stages of this process so you can be better prepared for what comes next. The Purpose of Probate The purpose of the probate process is to accomplish […]

How Can You Avoid Probate Court?

August 5, 2019
Estate Planning

Probate is the legal process in which the court, through the Register of Wills, oversees the transfer and distribution of a person’s assets after they pass away. The court is responsible for appointing a Personal Representative–someone who make sure that all debts are paid and that remaining assets are transferred to the persons named in […]

Being a Personal Representative

July 2, 2019
Estate Planning

If you have been appointed as the Personal Representative of the estate of a friend or family member, there’s a lot you should know before diving in. Hiring a probate attorney in Maryland can be very helpful to you during this process, and can ensure that there will be no unpleasant surprises along the way. […]

3 Reasons to Invest in Estate Planning

April 9, 2019
Estate Planning

Whether you’re enjoying your golden years or you’re still in your prime, the future is approaching rapidly. Estate planning is the key you need to secure a peaceful future where you know that everything is in order and that your legacy is secure. Here are three reasons why you should invest in estate planning, if […]

How is Debt Handled Post-Mortem?

February 1, 2019
Estate Planning

Debt is one of the last things you want to worry about when a loved one passes, but it must be done. Things like credit card debt, medical bills, mortgages, and other amounts owed must be reconciled, even after the person who acquired them is no longer alive, and this may raise a lot of […]

Estate and Inheritance Taxes in Maryland

January 2, 2019
Estate Planning

Maryland is one of the fourteen states that impose an Estate Tax and one of six states that impose an Inheritance Tax. Unfortunately for Maryland residents, it is one of only two states that impose both (the other is New Jersey), although not every estate is subject to either tax. However, if a deceased person […]

How to Find the Right Personal Representative for Your Will

November 1, 2018
Estate Planning

Writing a will is an important part of making sure that your loved ones will be taken care of when you’re not there anymore. Choosing the right Personal Representative (executor) for your will can be as important as the contents of the will itself. Choose Someone You Trust Though it may seem obvious, you should […]

What Does an Estate Planner Do?

July 3, 2018
Estate Planning

Estate planning is an essential part of your financial life as you age. But what does an estate planner really help you with in regards to your end of life planning? Let’s take a look at what an estate planner really does and how their services can benefit you. What is an “Estate”? Your estate […]

3 Major Tasks in Estate Planning

March 12, 2018
Estate Planning

You might not think estate planning is something you need to do until you are older, but if you have family, a home, or any sort of savings, it’s an important plan to put in place in your adult life. Let’s go over the 3 most important tasks in estate planning: Task #1: Count Your […]

What Kinds of Taxes are Applied to Estates?

December 4, 2017
Estate Planning

Estate planning can be a difficult process if you’re not well versed in the laws and regulations surrounding the passing of your property and assets after death. So with this in mind, let’s learn more about estate taxes in Maryland! What is Estate Tax? If the value of an estate exceeds a limit set by […]

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