Latest Blog Posts

IRS Announcement: Estate Tax Closing Letters Will Now Only Be Issued Upon Request

Posted on: July 12th, 2015
Due to the increased volume of federal estate tax return filings in order to make the 'portability election,' the IRS has announced that estate tax closing letters will only be issued upon request by the taxpayer. This change in IRS policy started on June 1, 2015....

Dispelling the Top 3 Estate Planning Myths

Posted on: July 5th, 2015
Like any other complex subject, estate planning has its share of myths and misconceptions. Understanding the top three estate planning myths will help you to create and maintain a plan that will work the way you expect it to work when it's needed....

Caution: Your Traditional Asset Protection Plan is Set Up to Fail

Posted on: June 21st, 2015
You may be surprised to learn that not only has asset protection planning been around for a long time, but you have already engaged in it at some point during your life. In fact, you probably have one or more types of traditional asset protection planning in place at this very moment. The problem is in many cases the type of planning you have right now won't be enough to protect you and your family....

The Shocking Truth About Asset Protection Planning

Posted on: June 14th, 2015
Some view asset protection planning with a skeptical eye. They believe there is a moral obligation to pay one's debts. They think that asset protection planning is immoral because it prevents a creditor from collecting on a judgment entered by a court....

What Documents Do You Need to Find After a Loved One Dies?

Posted on: June 6th, 2015
After a loved one dies, you need to gather the important documents that are necessary to settle their final affairs. While the documents required will vary depending on what your loved one owned and owed, below is a list of common documents you will need to find:...

Baltimore Register of Wills Can’t Find Her Father’s Original Last Will, Will Your Family

Posted on: May 31st, 2015
While it's not unusual for an original last will and testament to be misplaced, it is when your daughter happens to be the Register of Wills for Baltimore City....
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