A power of attorney designates a trusted individual to make decisions or conduct transactions on your behalf. They could be related to personal finances, business operations, or medical needs and […]

Posted in Blog | Comments Off on Free Power of Attorney Forms: Why to Avoid Them and Why They Are Generally Useless

For nearly a decade, people with disabilities have had the option to accumulate savings in a special tax-free account – without risking their means-tested public benefits. In 2024, the annual […]

Posted in Blog | Comments Off on ABLE Accounts in 2024: Save Up to $18,000 Annually 

With the arrival of the new year, revisions to the annual gift tax and estate tax exclusions will be going into effect, as recently announced by the Internal Revenue Service (IRS). Gift […]

Posted in Blog | Comments Off on 2024 Annual Gift and Estate Tax Exemption Adjustments

About 45 percent of adults say they plan to travel for the holidays, per The Vacationer. With multiple generations getting together for holiday meals, gift exchanges and quality time, these annual gatherings […]

Posted in Blog | Comments Off on 14 Essentials Questions to Ask Aging Parents During the Holiday Season

After losing a spouse or longtime partner, it’s very difficult to look past your grief. However, it’s also important to understand the timely decisions you must make regarding your finances […]

Posted in Blog | Comments Off on Estate Planning for Surviving Spouses 

For many people with disabilities, maintaining financial well-being can prove particularly challenging amid the marginalization, societal stereotypes, and employment and health care barriers they may regularly face. This includes anything […]

Posted in Blog | Comments Off on How Maryland ABLE Accounts Can Help Boost Your Financial Health

For the one in five families who care for children with special needs, estate planning is crucial. Parents of a child with a disability face numerous challenges and concerns. One 2022 study found […]

Posted in Blog | Comments Off on Creating a Will Can Protect Your Child With Special Needs

Parents of an adult child with disabilities know that their child’s disability needs may change over the course of their lifetime. Planning for the future well-being of an adult child […]

Posted in Blog | Comments Off on Building an Estate Plan for Your Adult Child with Disabilities 

By: Carlos Graveran – Executive Director – Frederick Health Hospice I recently made the difficult decision to take down the two majestic 70-foot-tall oak trees in my front yard.  While […]

Posted in Blog | Comments Off on Two Mighty Oaks – Frederick Health Hospice

By: Michelle Rosenheim – Executive Director of Lutheran Village at Miller’s Grant (LVMG) Nursing homes and senior living communities offer several benefits, but there are key differences, including primary focus, environment, […]

Posted in Blog | Comments Off on Key Differences Between Nursing Homes and Senior Living Communities