Estate and Trusts
The Weekly Scenario: How to Prevent Family Fights Over Your Will
Question: How can I prevent my family, who doesn’t get along very well, from fighting over my Will? Answer: Beneficiaries who do…
Read MoreThe Estate Administration Checklist
As published in the October 2018 MACPA’S Statement By: Maurice Offit Everyone prepares lists – grocery lists, to-do lists and…
Read MoreThe Weekly Scenario: Alimony Payments Affected by Tax Cuts and Jobs Act?
Question: How did TCJA (Tax Cuts and Jobs Act) affect alimony payments? What other considerations might there be? Prior to…
Read MoreThe Weekly Scenario: What Happens If I Don’t Have A Will?
Question: I’m not sure I need a Will but what happens if I die without a Will? Answer: If you have property,…
Read MoreThe Weekly Scenario: “Tax Cuts and Jobs Act” and the Ability to Re-characterize Roth IRA Conversions
Question: Has the ability to re-characterize Roth IRA conversions changed under the “Tax Cuts and Jobs Act”? Answer: The Tax Cuts and Jobs…
Read MoreThe Weekly Scenario: Dividing Pursuant To A QDRO – IRA Vs. Employer-Sponsored Retirement Plan
Question: Is there a difference in the way an IRA and an employer-sponsored retirement plan is divided pursuant to a QDRO?…
Read MoreThe Weekly Scenario: What is the current state of the Maryland estate tax?
Question: What is the current state of the Maryland estate tax? Answer: This past spring the Maryland General Assembly voted to decouple…
Read MoreThe Weekly Scenario: How Often Should I Update My Estate Plan?
Question: How often should I update my estate plan? Answer: For a lot of people, the most difficult part of the estate…
Read MoreThe Weekly Scenario: Should I Appoint More than One Agent Under A Durable Power of Attorney?
Question: Is it a good idea to appoint more than one agent under a durable power of attorney? Answer: This…
Read MoreThoughtful Giving Ideas: Using Gifts to Your Children to Encourage 401(k) Retirement Savings
From the Desk of Herb If you wish to make annual gifts to your children and simultaneously desire encouraging them to…
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