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We are excited to announce that Cheri Dorsey was featured on Buckingham Wealth Partners’ podcast, “Ask Buckingham,” hosted by Tim Maurer. Cheri spoke about how COVID-19 has caused more people and their families to discuss estate planning. To view the original post and video, please visit Buckingham Wealth Partners’ website here. The Transcript of the […]
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In estate planning, we believe in planning for reasonable future uncertainties so you have the peace of mind that you and your loved ones will be protected. A Financial Power of Attorney is just one of many estate planning tools that can allow you to focus on and enjoy the present because you know you […]
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Over our lifetime, we will encounter important life changes, whether it be the birth of a child, the start or end of a marriage, or the passing of a loved one. When it comes to retirement benefits planning and life insurance policies, you must review and update your beneficiaries regularly. At the least, you should […]
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In the state of Maryland, an Advance Directive is an estate planning document that allows you to appoint another person to make medical decisions for you, should you become incapacitated and cannot communicate for yourself. It also allows you to dictate what level of treatment you would like to receive in certain serious health care […]
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On April 10, 2020, Governor Hogan signed an Executive Order for the state of Maryland allowing remote witnesses and electronic signatures for Wills, Powers of Attorney, and Advance Directives. This Executive Order is vital to finalizing estate planning documents without jeopardizing the health and safety of the signer, witnesses, and attorneys. The Executive Order will […]
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