Earning Limits for Social Security?

March 16, 2022

Knowing when to retire and when to begin claiming benefits comes down to understanding yourself — and your finances.

Do I Need an Attorney for Probate?

March 10, 2022

A competent elder law or estate attorney can keep the estate process on track, and knows of provisions like family allowances, benefits to prepaying inheritance tax, even where the tax return is not yet complete and a listing of itemized deductions.

Choosing a Power of Attorney?

March 2, 2022

These agents take over your affairs in specific areas, if you become physically or mentally incapacitated.

How to File Income Tax for a Decedent

February 22, 2022

No one likes doing taxes, but the task is even more daunting when filing a return for someone who has died.

How Do I Conduct an Estate Sale?

February 9, 2022

Preparing for an estate sale can be a difficult and emotionally challenging task.

When Should You Update Your Will?

February 2, 2022

Whether you drew up a will recently or years ago, keep in mind it’s generally not something you can set and forget.

Preventing Elder Financial Abuse

January 31, 2022

Advice for adult children, so their parents in nursing homes and assisted living are safe from scammers.

What Assets are in an Estate?

January 27, 2022

This is an important question to ask, because the answer could tell you whether you need to worry about estate taxes, beneficiary issues or probate concerns.

Becoming a ‘Sudden’ Caregiver for a Senior?

January 13, 2022

While the sudden caregiver has no preparation, no warning signs or slow changing of circumstance, the long-term caregiver certainly experiences situations of crisis.

Avoid Password Problems After Death

January 12, 2022

Creating a list of digital accounts and instructions on how to gain access to them is now akin to having a traditional will or a trust in estate planning.

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Laurel Maryland Estate Planning Blog