Category: Estate Planning

Evaluating Your Estate Plan During COVID-19 Maryland’s coronavirus hospitalizations are declining and the state is undergoing Phase 2 of reopening. Washington, DC has entered Phase 1 of reopening, but the confirmed cases in the nation’s capital has risen to more than 9,100, with 475 deaths. Although some people are returning to work, many are still …

Providing for Your Pet After You Pass Away For many of us, pets are valued members of our family. Although we may not leave them money for life after we die, there are effective options to make sure our pets are provided for and loved. Here are three main options for quality pet care after …

Global Pandemic Causes a Surge in Demands for Wills Our future is unclear as COVID-19 sweeps the country. More than 1.4 million Americans have become infected. As of mid-May, there are more than 88,000 confirmed coronavirus deaths. Such news is making people in all stages of life reflect deeply on their health and how to …

What You Need to Know About Living Trusts  Navigating options for managing your estate after death are a challenge. Most people know they should have a will. However, you and anyone who inherits your assets could also benefit from a living trust. To learn whether a revocable living trust may benefit you, contact a trusted …

Preparing Your Estate Plan During COVID-19  COVID-19, has many people anxious about their affairs in order to protect their families.  More than 1.4 million people in the United States have contracted COVID-19 and more than 88,000 people from all walks of life have died. Prepare now and ensure that you have an estate plan in …

Study Shows Fewer People Have Wills Today Have you skipped out on creating a will? What about a power of attorney or a living trust?  You might assume you don’t need these documents, but as anyone who has dealt with an incapacitated or deceased loved one can tell you, the failure to have these documents …

What are the Most Important Things You Need to Remember to Do After a Loved One Dies? Coping with grief and working through all of the necessary administrative steps to figure out what comes next after a loved one passes away can easily become overwhelming. It can be difficult to get your bearings, but it’s …

What’s the Connection Between Your Retirement Planning and Your Estate Planning? Your retirement planning and estate planning are linked. When thinking ahead about your retirement, it’s important to consider important key estate planning documents, such as a power of attorney to enable another person to make financial decisions on your behalf. This might inevitably lead …

Estate Planning Fits Into Every Stage Of Your Life Most people consider estate planning to be of utmost importance for those of older ages who are more likely to pass away or to cope with disability-related issues. However, estate planning is applicable to every person at every stage in life and pretty much everyone can …

The Gift that Keeps on Giving: A College Education According to a 2018 report by the Federal Reserve Bank of New York, some 44 million Americans have a combined student loan debt of more than $1.4 trillion. The average student debt is over $33,000, while roughly 2 percent of borrowers owe more than $100,000. Given …