Category: Advance Directives

End-of-Summer Checklist: 6 Financial Considerations and Annual Maintenance Reminders

Last year, we created an end-of-year list of some financial considerations and annual maintenance items that clients should consider. As fall approaches, we want to revisit some of those items while also outlining some additional considerations which may require more time and effort to address. 1. Prepare and/or Revise Your Personal Inventories We often advise […]

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Estate Planning Tools for Families with Children with Special Needs

Parents and guardians of children with special needs are keenly aware that they must take extra precautions to ensure that their child will continue to live happy, healthy, and fulfilling lives after the parent or guardian passes away. To imagine a child with special needs carrying on without their current support system can be difficult […]

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Estate Planning For Sudden & Unexpected Illness

An unexpected, serious medical diagnosis can be emotionally draining and overwhelming. You may not know where to turn. As you navigate your options, we encourage you to make sure your personal and estate-related affairs are in order. Our team understands that estate planning is likely the last issue you want to deal with during this […]

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Estate Planning Documents For Your College Student

As some colleges prepare to reopen in the next couple of months, college students are beginning to compile their to-do lists. If your child is moving into college, you may be helping them gather all the necessary materials, like their bedding and furniture, and perhaps some paperwork they need to fill out beforehand. The question […]

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What You Need to Know About Advance Directives

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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