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What Is Included in an Estate Inventory?

One of the essential steps in the probate process is filing an inventory of all the assets that are part of the estate.

Posted on: January 9, 2023

What Exactly Does an Executor Do?

The main responsibility of an executor of a will is to carry out the final wishes of the person who bestowed that position of trust.

Posted on: January 6, 2023

Do I Need to Name a Life Insurance Beneficiary?

What Is a Beneficiary and How Do I Name One?

Posted on: January 5, 2023

Can I Contest Dad’s Will While He’s Still Living?

The contents of a person’s will and related revocable trust cannot be challenged in court until he or she has died, Maryland’s second highest court ruled last week in rejecting a daughter’s bid to revive an undue-influence challenge to her estranged and ailing mother’s decision to write her out of her will.

Posted on: January 4, 2023

When Is a Family Limited Partnership Needed?

You don’t have to be ultra-wealthy for a family limited partnership to make sense.

Posted on: January 3, 2023

What’s Is the Best Way to Give to Charity?

It may be better to give than to receive. However, it may be even better to give and see your generosity rewarded.

Posted on: January 2, 2023

How Do You Stop a Sibling from Stealing an Inheritance?

The death of a parent can be emotionally trying, especially if the passing was unexpected. It can also be a test of your patience, if there are complicated estate issues to sort out.

Posted on: December 30, 2022

Why Professionals and High Net Worth Families Need Estate Planning

Physicians may deal with life and death issues every day. However, few may want to think about the eventuality of their own end.

Posted on: December 29, 2022

Should Spouses Use the Same Estate Planning Lawyer?

You and your spouse may visit the same primary doctor, financial advisor and tax preparer. However, what about preparing your wills?

Posted on: December 28, 2022

Can I Leave Money to My School in My Estate Plan?

A love for nursing and a desire to help young people prompted a Norfolk man to include a nursing scholarship at Northeast Community College in his estate planning.

Posted on: December 27, 2022