Latest Blog Posts

Caution: Your Traditional Asset Protection Plan is Set Up to Fail

Posted on: September 2nd, 2015
You may be surprised to learn that not only has asset protection planning been around for a long time, but you have already engaged in it at some point during your life . . . but your plan may be set up to fail!...

Dispelling the Top 3 Estate Planning Myths

Posted on: August 24th, 2015
Don't make these mistakes! Understanding the top three estate planning myths will help you to create and maintain a plan that will work the way you expect it to work when it’s needed....

Who Knows Where to Find Your Original Will? Baltimore Register of Wills Can’t Find Her Father’s Original Last Will!

Posted on: August 23rd, 2015
While it’s not unusual for an original last will and testament to be misplaced, it is when your daughter happens to be the Register of Wills for Baltimore City. Will Your Family Be Able to Find Your Original Will?...

What Documents Do You Need to Find After a Loved One Dies?

Posted on: August 10th, 2015
After a loved one dies, you need to gather the important documents that are necessary to settle their final affairs. While the documents required will vary depending on what your loved one owned and owed, below is a list of common documents you will need to find...

Where is the Best Place to Store Your Original Estate Planning Documents?

Posted on: July 31st, 2015
Estate planning attorneys are often asked where original estate planning documents – wills, trusts, powers of attorney, and healthcare directives – should be stored for safekeeping. While there is no right or wrong answer to this question, consider the following:...

Four Steps to Stop Mail Addressed to a Deceased Person

Posted on: July 26th, 2015
One of the first things you should do as a newly appointed executor of a deceased person’s probate estate or successor trustee of a deceased trustmaker’s trust is ask the post office to forward the deceased person’s mail to your address. ...
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