Parents and other family members who want to pass on assets during their lifetimes may be tempted to gift the assets.  Although setting up an irrevocable trust lacks the simplicity […]

Posted in Blog | Comments Off on Why an Irrevocable Trust May Be a Superior Option to Gifting

Passing assets to your grandchildren can be a great way to ensure their future is provided for, and a generation-skipping trust can help you accomplish this goal while reducing estate […]

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As we have written previously, there are a number of tax proposals being considered in Congress that could significantly affect gifting and estate plans. There are planning strategies to help protect […]

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Posted in Videos & Webinar Recordings | Comments Off on What Families Need to Know About Planning for a Loved One with Special Needs

August is national ABLE to Save Month! We are celebrating the Maryland ABLE program during ABLE to Save Month, which makes it possible for Marylanders with disabilities to have greater […]

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