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Category Archives: Estate Planning Montgomery County Maryland

Aspen Hill, Maryland Estate Planning Attorney: File Your Will in Aspen, Md. & Montgomery County

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Maryland allows Wills to be filed with the county in which you live. As an estate planning attorney, I have encountered clients in Maryland who have failed (or their attorney failed) to file their Will with the county. This is a critical final step in the Will creation process as it ensures safe keeping and […]

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Gaithersburg, Maryland Estate Planning Lawyer: File Your Will in Gaithersburg, Md. & Montgomery County

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Maryland allows Wills to be filed with the county in which you live. As an estate planning attorney, I have encountered clients in Maryland who have failed (or their attorney failed) to file their Will with the county. This is a critical final step in the Will creation process as it ensures safe keeping and […]

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Potomac, Maryland Estate Planning Lawyer: File Your Will in Potomac, Md. & Montgomery County

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Maryland allows Wills to be filed with the county in which you live. As an estate planning attorney, I have encountered clients in Maryland who have failed (or their attorney failed) to file their Will with the county. This is a critical final step in the Will creation process as it ensures safe keeping and […]

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Rockville, Maryland Estate Planning Attorney: File Your Will in Rockville, Md. & Montgomery County

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Maryland allows Wills to be filed with the county in which you live. As an estate planning attorney, I have encountered clients in Maryland who have failed (or their attorney failed) to file their Will with the county. This is a critical final step in the Will creation process as it ensures safe keeping and […]

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Maryland Estate Planning Lawyer: What Are Probate Assets?

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Probate assets are those that pass pursuant to the terms of the decedent’s Will or if no Will was created, than pursuant to Maryland law. Examples of probate assets include those items that were held in the decedent’s name only: cash, stocks, bonds, life insurance policies…. Non-probate assets are those that pass independent of a […]

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Maryland Estate Planning Lawyer: Why Putting a Child on a Home Title Complicates an Estate Plan

Learn why putting a child on a home title complicates an estate plan. Article Here To discuss this and to create your own estate plan contact Maryland attorney Stephen J. Reichert: 410-299-4959, sreichert@reichertlegal.com or by clicking here.

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Germantown, Maryland Estate Planning: Where to File a Will in Germantown, Md. & Montgomery County

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You Live in Maryland and Have a Will? Good news. Maryland, unlike many states, allows Wills to be filed with the county in which you live. As an estate planning attorney, I have encountered clients in Maryland who have failed (or their attorney failed) to file their Will with the county. This is a critical […]

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Maryland Trust Attorney: Pot Trusts and Separate Trusts for Children

When creating an estate plan, parents with minor children need to give special consideration to the ways in which they can provide for their children. Testamentary Trust For many parents, creating a Testamentary Trust will achieve their objectives of ensuring their assets are passed along to their children in an efficient and responsible manner. Without […]

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Maryland Estate Planning: Important Documents Needed After Someone Dies

Upon the death of someone in Maryland either the Personal Representative (if there was a Will) or friends and family members will need to collect the important papers of the decedent. If a Will was created, and the individual followed sound advice, a list of these important documents could exist in a location that the […]

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Maryland Estate Planning: Selecting a Trustee

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Let’s start with the kinds of Trusts available to you. There are two general categories: • Testamentary Trusts, which are created under a Will • Non-Testamentary Trusts—Revocable (inter vivos) and Irrevocable Trusts—which are created outside of a Will The Testamentary Trust In the Testamentary Trust category, the Trustee you select begins to serve either during […]

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