November marks National Family Caregivers month. Studies show that looking after those with special needs exacts a toll on caregivers. This holiday season, shift your focus and remember that you […]

Posted in Blog | Comments Off on 5 Helpful Tips When Caring for Loved Ones With Special Needs

A power of attorney is a document that grants various powers and responsibilities to a trusted third party or “agent” who can act on your behalf. This document usually only […]

Posted in Blog | Comments Off on What Is the Difference Between a Springing and Non-Springing Power of Attorney?

Trusts are great tools for leaving assets to your heirs while maintaining control over their access to those assets. In many cases, you would tell your beneficiaries that you have […]

Posted in Blog | Comments Off on Don’t Yet Want Your Heirs to Know About Your Assets? Use a Quiet Trust in Your Estate Plan

If you have a child with disabilities, it is crucial to set money aside for the child’s future. At the same time, you need to consider your child’s access to public […]

Posted in Blog | Comments Off on ABLE Accounts vs. Special Needs Trusts: Why Not Have It All?

Many individuals engaging in estate planning opt to create a third-party special needs trust to provide for their loved one living with a disability. However, did you know that these trusts may […]

Posted in Blog | Comments Off on Is a Qualified Disability Trust Right for Your Estate Plan?

While Medicaid helps pay for nursing home care, being admitted to a nursing home as a Medicaid recipient is not always easy. There are several ways to navigate the process, […]

Posted in Blog | Comments Off on How to Get Into a Nursing Home as a Medicaid Recipient

Posted in Blog | Comments Off on August Is ABLE to Save Month!

[et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.22.2″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] By:  Stephen R. Elville – Managing Principal and […]

Posted in Blog | Comments Off on The New Maryland Supported Decision Making Law Explained The 2022 Miracle in Annapolis – “It’s a Start”

If you want to pass money to future generations without having it subject to gift and estate taxes, then a dynasty trust may be right for you. A dynasty trust […]

Posted in Blog | Comments Off on Dynasty Trusts – A Tax-Efficient Way to Pass Down Wealth Through the Generations

By: Charles A. Borek – J.D., CPA, MBA, Founder of the Borek Group, LLC – Guest Contributor Business expenditures generally may be recovered through a deduction against income at some […]

Posted in Blog | Comments Off on Business Expenditures – Capitalize at Your Own Expense!