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Tag Archives: Baltimore County Estate Planning

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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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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