Posts Tagged: estate planning attorney

Why You Should Have Estate Planning Documents in Place – Security in a Time of Crisis

January 31, 2016

By:  Olivia R. Holcombe-Volke,, 443-393-7696

When utilizing a Revocable Living Trust-based approach for the estate plan of a married couple, an important first step is deciding whether to develop a Joint Revocable Living Trust – one Trust covering both spouses – or whether to create two individual Revocable Living Trusts, one per spouse. There is no blanket rule to apply to all couples or all estates, rendering a thorough discussion with your estate planning attorney necessary…

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Portability and Remarriage

August 22, 2015

By: Verena Meiser, J.D. 443-393-7696, When married clients express a preference for a “simple” estate plan leaving everything to the surviving spouse outright, we discuss the risks of an outright bequest to the surviving spouse as well as how they may rely on portability. Portability is the tax election made by the estate of …

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