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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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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What is a QTIP trust?
A QTIP trust (short for “qualified terminable interest property” trust) is a type of trust that is often used in…
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What is a credit shelter trust?
A credit shelter trust, also known as a bypass trust or a family trust, is a type of trust that…
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Estate Planning For New Parents Seminar
Are you a new or expecting parent? With all the preparations that come with parenthood, estate planning may
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What is a bypass trust?
A bypass trust, also known as a credit shelter trust or a family trust, is a type of trust that…
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