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Category Archives: Estate Planning Montgomery County Maryland

Maryland Probate Lawyer: Initial Duties of a Personal Representative

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After an estate is opened in probate, through the Register of Wills, the Maryland Personal Representative must examine the decedent’s mail, financial records, safe deposit box, important documents and tax returns. It is the Personal Representative’s duty to determine how the property is legally titled by reviewing the ownership documents such as deeds and bank […]

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Baltimore, Maryland Estate Planning Lawyer: How Can a Revocable Living Trust be Terminated?

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With a true Maryland revocable living Trust, the Trust can be dissolved. You should have an attorney review the provisions in the Trust so that termination is done correctly. The Trust will provide the basis and steps for termination but where the Trust is silent Maryland law will apply. This should not be an expensive […]

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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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