Estate and Trusts
The Weekly Scenario: ‘Parent-Appointed’ Guardians vs ‘Court Appointed’ Guardians
Question: In designating guardians for minor children, in practical terms, what is the difference between ‘parent-appointed’ guardians and ‘court appointed’ guardians?
Read MoreThe Weekly Scenario: Should My Child’s Guardian Be In Charge of Financial Assets Too?
Question: Should the same person who is raising my children also be in charge of the financial assets?
Read MoreThe Weekly Scenario: Can I max out both my IRA and 401(k) this year?
Question: Can I max out both my IRA and 401(k) this year?
Read MoreThe Weekly Scenario: What Is A Trust Protector?
Question: What is a Trust Protector?
Read MoreThe Weekly Scenario: How Do I Deal With Weapons In The Home Of A Relative Who Has Dementia?
Question: My aunt is suffering from dementia and I know there are firearms in the house. I’m not comfortable with the firearms in the house for obvious reasons. How do I deal with these weapons?
Read MoreThe Weekly Scenario: Online Will Programs
Question: I’m interested in having a Will drawn up. How good are the online Will programs?
Read MoreThe Weekly Scenario: Correcting An Excess Contribution and Regular IRA Contributions Limits
Question: What is the limit for regular IRA contributions and how do I correct an excess contribution?
Read MoreThe Weekly Scenario: When Is A Special Needs Trust Useful?
Question: Are there times a special needs trust would be useful outside of protecting a beneficiary from receiving government support in a means-tested program?
Read MoreUpdated Estate And Gift Tax Exclusions For 2019
The Tax Cuts and Jobs Act of 2017 created sweeping amendments in federal tax legislation, including important modifications to the federal estate and gift tax laws. The impact of the federal estate tax changes on the D.C. and Maryland estate tax systems created a frenzy of local legislation during 2018. As the dust settles on 2018, there is more clarity for estate tax exemptions in 2019.
Read MoreThe Weekly Scenario: Preparing An Estate Plan As An Unmarried Couple
Question: What do unmarried couples need to consider in preparing an estate plan?
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