Travel Can Expose the Weakest Part of Your Estate Plan
Travel takes us beyond our daily routines and into new experiences. Whether you’re traveling for business or pleasure, being away from home can reveal something many people overlook: weaknesses in their estate plan. In today’s digital world, estate...
A New Maryland Court Rule Regarding Specific Transactions Took Effect on July 1, 2026
Rule 10-304.2, a new Maryland court rule regarding Specific Transactions took effect on July 1, 2026. Maryland law includes a classification called a Specific Transaction for financial transactions that may be necessary for a minor or person with a disability, but who...
A Windfall and a Target: Navigating Family Expectations After Sudden Wealth
Good news in the form of a sudden windfall can put your family in a new financial position that may materially alter your legacy and estate plan. And while it may seem like a pure positive, it can also attract the attention of the Internal Revenue Service and prompt a...
When an Adult Child Has a Crisis: How an Emergency Can Reshape Your Estate Plan
You never stop being a parent. Even when your child reaches adulthood, they are always in your thoughts—and, in many cases, your estate plan. There may be times when your adult children need you just as much—or more—than they did while growing up. If they are suddenly...