» Trusts

Coronavirus (Covid-19) Re…

Coronavirus (Covid-19) Reinforces the Need for Advance Health Care Directives & Durable Financial Powers of Attorney

One of the risks posed by the coronavirus (Covid-19) is the potential incapacity (even if only temporary) of anyone infected by the virus. Elders and individuals with serious underlying health conditions are especially in peril. This real-life risk r… Read More
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Should Your Maryland Esta…

Should Your Maryland Estate Plan Include a Trust?

Trusts are a very important tool in estate planning. They often are the best way to address an individual’s needs and wishes. Do you wonder if your estate plan should include one? While most people understand generally what a Last Will and Testamen… Read More
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Does Every Maryland Estat…

Does Every Maryland Estate Go Through Probate?

In discussions about estate planning and estate administration, a basic question that many people ask is whether every Maryland estate must go through probate. Answering the question provides the opportunity to explain two commonly-used terms that of… Read More
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How a Revocable Living Tr…

How a Revocable Living Trust Protects Seniors From Elder Financial Exploitation

Seniors are susceptible to financial exploitation and abuse from strangers, caregivers, and even family members. Savings accumulated over a lifetime can vanish in an instant. Putting assets in a revocable living trust is one way to safeguard assets a… Read More
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What Is the Role of a Spe…

What Is the Role of a Special Needs Trust or Supplemental Needs Trust in Maryland Medicaid Planning?

When an elder requires long-term care, Medicaid may provide financial benefits to help pay the high cost. In some cases, it is necessary to use special strategies and tools to be eligible for Medicaid benefits and preserve assets to the maximum exten… Read More
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Diagram of Living Trust

How a Maryland Living Trust Works

A living trust — also sometimes called a revocable living trust — is a good estate planning tool for some people. Before you decide whether a living trust should be part of your estate plan, take the time to understand how a Maryland living trust… Read More
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Wills and Living Trusts

It depends on your circumstances and goals as to whether a Will or a revocable living trust makes more sense for you. But here in general terms are some observations about Wills and living trusts. Read More
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