What Happens to the Family Beach House? Estate Planning Options for a Shared Vacation Property
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For many families, a beach house is more than a piece of real estate. It is where summers are spent,…
Read More20 Apr
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Recent Blog Posts
23 Mar
How to Distribute Sentimental Items in an Estate Plan and Prevent Family Conflict
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In estate planning and administration, the smallest items can sometimes create the biggest problems. Families often assume disagreements will center…
Read More22 Jan
Reviewing Your Irrevocable Trust: Why Updates Matter for Family and Tax Planning
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Irrevocable trusts are designed to be permanent. That’s what makes them such an effective tool for asset protection and long-term…
Read MoreNewsletters
01/2026 Reviewing Your Irrevocable Trust: Why Updates Matter for Family and Tax Planning
11/2025 Charitable Giving Tax Changes Coming in 2026: What to Do Now and Later
07/2025 How Assisted Reproductive Technology and DNA Testing Affect Your Estate Planning
05/2025 Estate and Trusts Law Updates from the Maryland 2025 Legislative Session
12/2024 Planning Ahead: Understanding the recent IRS estate and gift tax updates
09/2024 The 2026 Sunset: How the TCJA Expiration Could Impact Your Estate and What to Do Now
05/2024 How to Make Leveraged Use of Your Federal Lifetime Estate and Gift Tax Exemption
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