What is portability in estate planning? 
In estate planning, “portability” refers to the ability to transfer a deceased spouse’s unused federal estate tax exemption to the…
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What is an Irrevocable Life Insurance Trust?
An irrevocable life insurance trust (ILIT) is a type of trust that is used to hold a life insurance policy.…
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What is a transfer on death deed?
A transfer on death (TOD) deed is a type of deed that allows you to transfer ownership of real estate…
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Where should I store my estate plan documents?
It is important to store your estate plan documents in a safe and accessible place. Here are a few options…
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Judd Sisters Fight Over Late Mother Naomi Judd’s Estate
It has been almost six months since Naomi Judd tragically lost her life and just over two since it was revealed her…
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Same-Sex Marriage Bill in Senate Gets Delayed Until After Midterm Elections
A Senate vote on legislation to ensure federal recognition of same-sex marriage is being delayed until after November’s midterm elections…
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How The 2020 Election Could Affect You & Your Estate Plan
The upcoming presidential election could be transformative for you, your finances, and your estate plan, as a large portion of…
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Special Needs Trusts in DC, Maryland, and Virginia
A special needs trust is a crucial tool for people with disabilities for two main reasons. First, the benefit of…
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How to Select a Guardian For Your Minor Child
If you have minor children, perhaps the most important component of your estate plan has nothing to do with your…
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What Things Can A Maryland Financial Power of Attorney Do?
With a well written Maryland financial power of attorney, your financial agent is typically authorized to manage your financial affairs,…
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