Boomers on Campus

January 29, 2020

The number of baby boomers entering retirement is expected to grow for several years, while the number of college-bound high-school grads is projected to decline.

Preparing for Probate

January 23, 2020

We have all heard the term “probate.” However, we may not be exactly sure what this means. It may sound daunting, but don’t be intimidated by the phrase.

The SECURE Act May Mean Changes to Estate Plans?

January 21, 2020

These changes are so significant that plan holders should review their wishes and how their estate plans may be affected.

What Does an Estate Planning Lawyer Really Do?

January 15, 2020

Estate planning is a systematic process, which involves getting your personal and financial goals for the time you pass away or become mentally incapacitated. It is also known as a last will, and almost everyone does this planning for their family.

Record Keeper or Hoarder?

January 14, 2020

There’s a fine line between holding on to important financial and medical records … and hoarding.

Medicaid Eligibility for Long-Term Care

January 8, 2020

Generally speaking, if you make under 100-200% of the federal poverty level and are elderly, you will likely qualify for your state’s Medicaid program.

A Wave of Baby Boomer Downsizing is Coming

January 2, 2020

As baby boomers reach their golden years, millions of homes will be sold as a growing number of homeowners across the country downsize or pass away.

Welcome in the Roaring 20’s

December 31, 2019

Time moves forward, not around. These are a new set of the ’20s, a different and unique time in history. What will the decade bring? This will be the decade of 5G and self-driving cars, faster ways to communicate, and fewer real interactions.

Secure Act Passes So Revisit IRA Planning

December 26, 2019

The Secure Act will force faster withdrawals from Inherited IRA Accounts.

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Laurel Maryland Estate Planning Blog