"The Rising Scams of Financial Elder Abuse" by Attorney Alicia Balanesi (Audio) All across the world, new telemarketing scams are coming to light that target the elderly. Just in the past couple of weeks, I came across someone who had recently been scammed by a new online attraction and lost thousands of dollars which are now unrecoverable. One in five adults over the age of 65 has been a … [Read more...] about Rising Scams of Financial Elder Abuse
Selling Property Titled in a Trust
"Selling Property Titled in a Trust" by Attorney Melanie Marban (Audio) For many, a home is the single largest investment one will make in a lifetime. When the dream of homeownership is finally realized, it is vital to protect this asset. A big part of estate planning is how your assets are titled. At the time you create your Trust, our firm will help you re-title your home. At your final … [Read more...] about Selling Property Titled in a Trust
Maryland’s New Domestic Partnership Laws
"Maryland’s New Domestic Partnership Laws" by Attorney Jon Gasior (Audio) During your initial consultation with an estate planning attorney, the questions usually revolve around your family. Are you married, single, divorced, or widowed? Do you have any children? Are there any other relatives that may be involved in your planning? The reasoning behind these questions is that a person’s … [Read more...] about Maryland’s New Domestic Partnership Laws
5 Reasons Not to Add Child to Your Deed
"5 Reasons Not to Add Child to Your Deed" by Attorney Laura Curry (Audio) For many of us, our home is one of the most significant assets in our estate and we want to make sure it passes to our loved ones with ease and at the least expense. As an estate planning attorney, I am often asked if putting a child’s name on the deed to your home is a good idea. Most people think it’s a simple and … [Read more...] about 5 Reasons Not to Add Child to Your Deed
The Importance of Being Earnest (And Funding Your Trust)
"The Importance of Being Earnest (And Funding Your Trust)" by Attorney Beth Burgee (Audio) In the world of both estate planning and Oscar Wilde’s iconic play “The Importance of Being Earnest,” there’s an undeniable thread of careful planning and the pursuit of a well-orchestrated future. Individuals navigating the realm of trusts must pay close attention to every detail of their estate plan, … [Read more...] about The Importance of Being Earnest (And Funding Your Trust)
The Corporate Transparency Act
Many of our clients have, or put in place, various business entities. Effective, January 1, 2024, the Corporate Transparency Act’s (CTA) mandatory entity information reporting with the Department of Treasury’s Financial Crimes Enforcement Network (FinCEN) will impact numerous LLCs, corporations, and any other business entities created in or registered to do business in the United States. … [Read more...] about The Corporate Transparency Act
Medicaid Coverage in the Post-Covid Era
"Medicaid Coverage in the Post-Covid Era" by Attorney Alicia Balanesi (Audio) Between May and August of 2023, over 100,000 vulnerable adults in Maryland lost Medicaid coverage, and that number is still climbing. The loss came with the ending of a COVID-19 federal health policy that prohibited Maryland from kicking anyone off Medicaid during the pandemic. With the termination of the policy as of … [Read more...] about Medicaid Coverage in the Post-Covid Era
Estate Planning Travel Checklist
"Estate Planning Travel Checklist" by Attorney Melanie Marban (Audio) Everyone loves to plan a getaway. Whether it is a weekend away at the beach or a month-long backpacking trip through Europe, making lists before you leave is essential. You already have your packing list, itinerary, and instructions for the pet sitter. You may have even purchased travelers insurance in case of bad weather, … [Read more...] about Estate Planning Travel Checklist
Dumbledore’s Will in Harry Potter
Recently I wrote about comparing estate planning in Maryland and in the Wizarding World of Harry Potter. Estate planning is a crucial step to preparing for your future and ensuring that your assets are distributed according to your wishes after your passing. In the world of Harry Potter, even the great wizard Dumbledore recognized the importance of estate planning when he left behind a unique and … [Read more...] about Dumbledore’s Will in Harry Potter
How is an Estate Valued in Estate Planning?
"How is an Estate Valued in Estate Planning?" by Attorney Laura Curry What makes up your estate? One of the first steps when I sit down with an estate planning client is to compile a list of all of their assets. Oftentimes, clients are surprised to find out how much is actually included in their estate. Once you have an inventory of your assets, it’s time to start planning what happens to those … [Read more...] about How is an Estate Valued in Estate Planning?
