Wills

The Biggest Mistakes People Make with Their Wills

As estate planning attorneys, our clients often ask us what makes our wills stand out. Similarly, our clients often note that our wills are longer and have more provisions than documents they’ve seen in the past. In making such observations, however, our clients have avoided the most consequential mistake regarding wills – not having one. […]

I am asked this question often as an Estate Planning Attorney

What is Revocable Trust? Is it the Same as a Living Trust? A revocable trust, a living trust, and or a family trust are all terms used in estate planning that mean the same thing. You are often called the grantor who transfers your assets into the name of the trust, naming yourself as trustee. […]

Is Your Estate Plan Complete? Have you Considered These Points?

Roughly two-thirds of Americans do not have an estate plan, according to a recent survey from Caring.com. 1 If you are among the minority of US adults who have prepared a will, living trust, and other end-of-life documents, you may think that your estate plan is settled. But think again. An estate plan is a […]

Potter Update: Informal Business Succession Planning Takes Another Twist

The rules regarding estate planning through business agreements are changing again. As this blog discussed in 2021, the Maryland Court of Special Appeals held that the operating agreement of a Maryland LLC could not control the disposition of a member’s interest after their death. Potter v. Potter, 250 Md. App. 569, 252 A.3d 17 (2021). […]

Make Sure Your Kids Are Prepared with This Summer Camp Checklist

The past couple of weekends I have been attending several graduation parties whether from 8th grade, High School, College, and Thursday for my daughter Jill, who will graduate with her master’s in education. Summer camps are expected to be back in full swing this year after two pandemic summers forced them to close or operate […]

Transfer on Death Deeds

Transfer on Death Deeds, and transfer on death accounts TOD or paid on death accounts, can be a low-cost and simple way to avoid probate when transferring real or other property. I have outlined below common issues that arise with transfer on death deeds. Transfer on Death Forms or Deed Upon Death Forms Many people […]

Electronic Will Execution Comes to Maryland

Effective April 21, 2022, Marylanders can now sign their Wills and Trusts virtually because of passing Senate Bill 36. This new legislation was initiated in 2021 in response to the COVID-19 pandemic, and now after passing through the legislature, brings Maryland in line with several other states that permit electronic wills. Historically, to execute a […]

The Dangers of Do-It-Yourself Wills and Trusts: Why Online and Pre-Packaged Estate Planning Documents Are a Big No-No

There will be many projects this spring where you (or even a not-so-crafty attorney like myself) may be compelled to try and DIY (Do-It-Yourself)... Staining the deck? No problem. Replacing the garbage disposal? Piece of cake! And how hard could it really be to install a Koi pond anyway? I've never tried it, but surely there's a YouTube video for […]

Revisiting Your Marriage Means Revisiting Your Estate Plan

The recent Michigan Court of Appeals case, In Re Joseph & Sally Grablick Trust, aptly reminds us of the importance of revisiting and updating estate planning documents during the divorce process. In this case, the decedent, Joseph Grablick, died with an estate plan still in effect from his previous marriage. The decedent’s will and trust […]

Tis’ the Season for Estate Planning

As the holiday season approaches, we anticipate joyous family gatherings, good food, holiday merriment, and…estate planning? While it may seem like a taboo subject for a fireside chat, estate planning is critically important, and the holidays can present the perfect time to get things in motion! Some Things to Consider There’s No Place Like Home […]

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