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The Most Common Issues We See in DIY Estate Planning Forms

Online estate planning forms are ubiquitous and can appear as a cheaper alternative to working with an attorney. The biggest mistake in depending on these forms is assuming that completing a form is the same as creating an estate plan. If you are considering using online forms for your estate planning, here are some things […]

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What Happens to Your Estate Plan When You Move to Maryland From Out-of-State?

If you have recently moved to Maryland from out of state, you may be wondering if the move will affect your estate plan. Generally, Maryland law recognizes estate planning documents that were executed out-of-state. However, differences in state law can affect how those documents function in practice.   You should begin by reviewing your last […]

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Which Assets Should You Leave Out of Your Revocable Trust in Maryland?

A revocable living trust is a powerful way to simplify the probate process for your surviving loved ones. If properly structured, a trust can enable your property to bypass probate in Maryland, which can save time and reduce costs.   Most revocable trusts include a variety of assets, including real estate or investment properties, bank […]

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Things to Consider Before Modifying a Life Estate Deed in Maryland

Life estate deeds are commonly used for estate planning purposes and to avoid probate. If you would like to learn more about life estate deeds, please read our blog post “What Are Life Estate Deeds in Maryland?”   If you are considering modifying your life estate deed, there are some things you should keep in […]

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Incorporating Your Maryland Timeshare Into Your Estate Plan

Timeshares are owned in one of two ways: leased or deeded. Leased, or contractual, ownership provides you with use of the property for specific periods of time. In most cases, the lease is not terminated upon death and there may be limitations on inheritance. When a person passes away, the decedent’s estate is required to […]

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Can a Non-U.S. Citizen Create a Last Will and Testament in Maryland?

The short answer is yes, Maryland law allows non-U.S. citizens to create a Last Will and Testament provided they are at least 18 years of age and of sound mind. Keep in mind that each state may have specific laws governing what a Will should contain, how it should be executed, and any legal requirements […]

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New Estate and Gift Tax Exemption Levels for Maryland

The IRS recently announced an increase in federal estate and gift tax exemptions for 2025. While this change will mainly impact high-net-worth individuals, this may be a good time for you to revisit and reconsider your strategies for transferring wealth moving forward.   The federal estate tax is a tax imposed on any transfer of […]

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What Should I Do with My Estate Plan If One of My Children Provides Most of the Caregiving?

In many instances, most of the caregiving may fall to one of your children. This could be due to several circumstances, most often proximity. If you are in this situation, you may have asked yourself how to fairly acknowledge the caregiving load one child has carried over another.   Here are some strategies to consider […]

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Maryland Estate Planning Terms Defined

If you’re new to estate planning, you might feel overwhelmed. Any legal process can feel intimidating. In this post we will briefly define several key terms to give you a broader understanding of the subject so that, when you do decide to put an estate plan in place, you will have a better foundation.   […]

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What Happens to Your Mail After You Die?

Unless the Post Office is informed of a person’s death, mail will continue to be delivered to the decedent’s address. If you are the Personal Representative (or Executor), it will be necessary to continue receiving mail until all financial or business matters have been settled. However, a time will come when you will want to […]

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