Start This Before Your Wife Delivers 
Expecting a child is an exciting and life changing event. As you prepare for your baby’s arrival, it’s natural to…
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Relocating to D.C.? Don’t Skip This!
Relocating to Washington, D.C., is an exciting move, but it also requires reviewing and updating your estate plan to align…
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Relocating to VA? Don’t Miss This Step
Relocating to a new state is an exciting chapter, but it also comes with important legal and financial considerations especially…
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Relocating to MD? Don’t Overlook This!
Moving to a new state is exciting, but it also comes with a checklist of legal and financial updates including…
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College Parents, Avoid This Nightmare!
When we think about estate planning, we often associate it with older adults or families with significant assets. However, estate…
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Reviewing Your Estate Plan After a Career Change
A change in career is an important milestone especially for government employees. Whether you’re transitioning to a new agency, moving…
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The One Mistake 90% of People Make When Planning Their Estate (And How to Fix It)
Estate planning sounds like something you’ll get around to “someday”—maybe when you’re older, richer, or have more time. But here’s…
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Getting Ready to Sell Your House?
Selling your home is a significant financial decision, and if your property is held in a revocable trust, there are…
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Learn More About Using Your Employee Benefits
What Good is an Unused Benefit? You wouldn’t decline a bonus, why ignore your employee benefits? Your employee benefits may…
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Client Advisory: Maryland’s Proposed 2026 Budget and Estate Tax Changes – Potential Reduction in Estate Tax Exemption
This week, Maryland Governor Wes Moore unveiled his proposed budget and submitted House Bill 352 to the Maryland Assembly for…
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