Naming a Minor as Beneficiary?
July 11, 2023
You should not name a legal minor as a beneficiary. This applies to almost all legal documents, most notably wills and life insurance policies.
Downs Law Firm, P.C.
Living Trust
Preparing for AI in Your Will
June 26, 2023
Grief technology, the use of images and voices after a person’s death, is already an existing thing, with Seance AI programs to communicate with grandchildren.
Battle Over Lisa Marie Presley Estate
March 14, 2023
A badly in debt woman dies leaving the proceeds of substantial insurance policies to her children only to have her trust contested by relatives who claim an amendment naming the children as beneficiaries is invalid with no witnesses, misspelled names, suspicious signatures and was never given to previous trustees for review as required by agreement. A long, expensive, and protracted legal battle likely is brewing.
Should I Name a Co-Trustee?
November 8, 2022
Unlike a last will and testament, a revocable living trust is effective during your lifetime.
Creating Your Own Trust or Will?
September 7, 2022
Even Consumer Reports suggests working with an experienced estate planning attorney to make sure documents are correctly prepared.
Should You Rule From the Grave?
October 7, 2021
There are many stories of strange conditions in wills and trusts over time. For example, the German poet Heinrich ‘Henry’ Heine died in 1856 and left his estate to his wife, Matilda, on the condition that she remarry, so that ‘there will be at least one man to regret my death’.
Reduce the Stress of Asset Transfers?
July 15, 2021
Estate planning is a cornerstone of any healthy financial plan, but it can be difficult to discuss.
Trusts Work for Regular Folks
April 14, 2021
When you hear the word trust fund, you might think of wealthy kids a big chunk of cash on their 25th birthday. However, trust funds aren’t just for the rich. They are flexible tools to protect your loved ones.
Am I Named in a Will? How Would I Know?
February 1, 2021
How can we see if there was a will and if it’s worth pursuing?
Maryland Allows Remote Witness and Notary
April 20, 2020
Governor Hogan’s issued an updated Order on April 10 clarifying how that process is to take place and also allowing for the use of remote video witnessing.
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