How assets are titled at death ultimately determines whether the estate or elder-law plan works as it was intended. After the passage of time and after all events and all considerations have long since come and gone, this is the final conclusion – the moment of truth in estate planning: were the assets titled properly in alignment with the will, trust, or other planning strategy?
- Lindsay V.R. Moss, Esq., Becomes Partner at Elville and Associates, P.C.
- A Guide for Making Room for Grief in Work & Life
- How One Thing Might Lead to Another
- How Will My Agent Know Where My Property Is – and How to Access It? The Maryland Fiduciary Access to Digital Assets Act, Digital Storage Options, Safe Deposit Boxes, and Good Old Fashioned Record-Keeping
- The Movement to Improve End-of-Life Health Care Planning
- Fly, Rattle, and Roll
- Senior Home Seller? Here’s the Solution! (Part 2 of 2)
- Aging in Place Doesn’t Just Happen, It Takes a Plan
- Client Care Program Update – the April Tax Reform Educational Event, the Summer Social Event at Toby’s Dinner Theatre, and Looking Forward to the Annual Client Event
- The Early Retirement and Disability Decision