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Monthly Archives: March 2025

Life Estate vs. Right of Occupancy Trust: Which one is better for your situation?

Life Estate versus Right of Occupancy Trust: Which Is Right for You?

By Andre O. McDonald |

Planning for the future of your home can be complicated, especially when you want to ensure that a loved one can continue living there after you are gone. Two common tools for accomplishing this are life estates and right of occupancy trusts. A life estate grants someone the legal right to live in a… Read More »

co-owning a house with someone other than a spouse: smart idea or big mistake?

Should I Buy a Home with Someone Other than a Spouse?

By Andre O. McDonald |

Rising housing costs, the desire for companionship, and the need to share resources are increasingly leading buyers to consider co-owning a house with someone other than a spouse, such as a friend, relative, or significant other. Although this arrangement can be beneficial on several levels, co-owning a house should be approached with open communication,… Read More »

Beware of trust scams!

Beware of Trust Scams—and How to Spot Them

By Andre O. McDonald |

Trusts are widely used in estate planning to protect and transfer a person’s assets (money, accounts, property, etc.), sometimes in a tax-advantaged manner. Some trusts are highly complex, with multiple parties, intricate structures, specialized legal terms, and references to arcane tax law that can be difficult for the average person to understand. Scammers have… Read More »

Passing down family traditions through estate planning

Money Isn’t Everything in Estate Planning: How to Pass Your Stories and Values to Future Generations

By Andre O. McDonald |

Money and property may be the most discussed types of wealth that a person owns, but the riches of their experience and wisdom can mean even more to loved ones down the line. Reinforcement of family traditions can be built into your estate plan alongside your wishes regarding the distribution of your money, property,… Read More »

how to transfer deed of house after death without a will (or probate)

How to Give Real Property to a Loved One at Your Death Without Probate Court Involvement

By Andre O. McDonald |

A home is often one of the most important assets that people own. Therefore, most people want to stay in their home until they die and then have a loved one receive it. One common way to transfer the deed of a house after death is through a will. However, transferring property with a… Read More »

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For help with estate planning, special needs planning or elder law throughout Howard, Montgomery, Prince George’s, Anne Arundel, and Baltimore County; and Baltimore City, contact McDonald Law Firm, LLC.

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McDonald Law Firm, LLC

Columbia Office

10500 Little Patuxent Pkwy, #420
Columbia, MD 21044-3563

Bethesda Office:

(By Appointment Only)

7315 Wisconsin Avenue, Suite 800 West
Bethesda, MD 20814

Washington, DC Office:

2101 L Street, N.W., Suite 300
Washington, DC 20037

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