443-741-1088

SCHEDULE A CONSULTATION TODAY

The Legacy Planning Blog

Insights on Estate, Long-Term Care, and Special Needs Planning

Latest Insights

The Pros and Cons of Probate
In estate planning circles, the word “probate” often carries a negative connotation. Indeed, for many people—especially those with valuable accounts and property—financial...
READ MORE
3 Reasons to Avoid Probate
When you pass away, your family may need to sign certain documents as part of a probate process in order to claim...
READ MORE
Funding Options for Special Needs Trusts
It is crucial to properly fund special needs trusts (SNT's), designating your trust as the owner of certain assets. The trustee can...
READ MORE
Claiming the Guardianship of an Elderly Parent
Often an aging parent will lose their ability to think clearly to make informed and meaningful decisions regarding their life. This growing...
READ MORE
Handling S Corporation Interests in Estate Planning: Electing Small Business...
One of the many challenges of owning a small business is determining the appropriate tax classification of the business. When an individual...
READ MORE
Things to Consider Before Accepting Your Inheritance  
The news that you will be receiving an inheritance is often bittersweet because it means that somebody close to you has passed...
READ MORE