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Category Archives: Estate Planning

Is it Time to Update Your Estate Plan?

Your will is your strategic end-of-life plan — and like any good business strategic plan, it needs to be updated periodically to reflect changes in your life. Any number of internal and external factors can impact your estate plan. A significant change in assets is an excellent reason to review your will. Or, with the… Read More »

Proposed Maryland Estate Tax Changes Do Not Eliminate the Need for Careful Estate Planning

Benjamin Franklin famously stated that nothing is certain except death and taxes. At the time, he probably had no idea that future governments would enact laws linking these two events — today, our heirs are taxed just because we die. Particularly in Maryland, a state that imposes estate and inheritance taxes, our loved ones could… Read More »

Administering a Probate Estate in Maryland

Maryland’s Estate and Trusts Article §2–102 allows an individual cited in a will to act as a personal representative or a person with an interest in a will to file a petition in the relevant probate court. Upon filing a petition for administration, a probate court arranges a date for proving that the will is… Read More »

Is Probate Always Required in Maryland?

At the time a person passes, surviving loved ones are often overcome with emotion. At the same time, they must deal with the complexities of distributing the assets of the deceased. Maryland has a detailed statutory procedure for the probate process. The executor is authorized by the Maryland probate court to act on behalf of… Read More »

Drafting a Will in Maryland for the Foreseeable Future

A will may be contested on the grounds of improper execution when the creator of a will, known as the testator, did not have the mental capacity to understand the implications of creating a will. Fraud, duress and undue influence are other grounds for contesting a will in a Maryland. Fulfilling great expectations Maryland law… Read More »

Is a Trust Worthy of Consideration in Maryland?

To save time and costs for beneficiaries, estate planning attorneys often advocate trust formation. When seeking to avoid a probate proceeding of significant length, to address trust administration concerns or to weigh the advantages and disadvantages of the different types of trusts, it is a good idea to work with experienced estate planning attorneys who… Read More »

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