My Estate is Beneficiary of My IRA

March 30, 2021

When an estate is named beneficiary of an IRA, what is the method of distributing it to one individual in the most tax-effective way?

Aretha Franklin’s Estate and the IRS

March 29, 2021

When Aretha Franklin died in 2018, a powerful creditor came calling: The Internal Revenue Service.

Caregiving during the Pandemic

March 23, 2021

Managing a loved one’s care in a nursing home or an assisted living facility has always been challenging. And it’s harder now that visitation is extremely limited to protect residents from COVID-19. So how can you check on your loved ones, make sure they’re being cared for properly and let them know you’re there for them?

Elder Financial Abuse During Social Isolation

March 16, 2021

Thankfully, as our country is stepping up the delivery of vaccines, this terribly isolating time will hopefully soon be behind us.

Britney Spears’ Conservatorship Battle Continues

March 15, 2021

The legal controversy surrounding Britney Spears is no secret. Her father has controlled her career and finances since 2008, a position she’s been fighting against for years.

Can You Increase Your Social Security Benefits?

March 10, 2021

All you have to do is type ‘maximize Social Security’ into Google or any other search engine and you will get hundreds, if not thousands, of hits.

A Charitable Way to Stretch a Large IRA

March 3, 2021

Charitable remainder trusts give you more options and more control on how your heirs inherit, now that the “stretch” IRA is a thing of the past.

Consider giving with a Donor Advised Fund?

March 2, 2021

Funded with cash or other assets, donor-advised funds give charitably minded investors control of when and where their funds are distributed.

Unmarried Couple Estate Planning

February 24, 2021

An unmarried couple needs to create an appropriate estate plan. If they truly want inheritance rights, they need to execute testamentary documents, such as wills.

Missteps for Divorce and Death

February 22, 2021

After the divorce, Mike logged onto the employer’s benefits system and tried, but failed, to delete Wendy as the beneficiary of his life insurance.

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Laurel Maryland Estate Planning Blog