Recent Blog Posts

Celebrating National Autism Month

April marks National Autism Awareness Month, a time to recognize and celebrate the diverse community of individuals on the autism spectrum. It’s also a moment to reflect on how we, as a society and as businesses, can support and empower individuals with autism and their families. National Autism Month serves as a platform to raise… Continued

How to Transfer or Dispute Guardianship in Maryland

Guardianship is an important legal instrument to ensure the well-being and protection of individuals who are unable to care for themselves.  After a guardianship has been established, however, there may be occasions where the appointed guardianship needs to be reassessed.  Circumstances may arise where transferring or disputing guardianship becomes necessary to safeguard the interests of… Continued

Guardianship for Adults & Disabled People in Maryland

Guardianship for adults and disabled people in Maryland can ensure the well-being and protection of individuals who are unable to make decisions or care for themselves. In Maryland, the legal process of establishing guardianship involves several steps to safeguard the rights and interests of those who cannot care for their own immediate needs and finances.… Continued

6 Steps to Guardianship for Minors in Maryland

When it comes to ensuring the welfare and protection of minors, the legal process of guardianship plays a crucial role. In the state of Maryland, guardianship is designed to safeguard the rights and well-being of children who cannot be adequately cared for by their parents. This article provides an overview of guardianship for minors in… Continued

Do You Have a Family Member With Special Needs? Why You Need a Trust

If you are the parents of a child with special needs, have siblings or other family members with special needs, you may be concerned about how to provide for their long term care and financial security.  Many people write these loved ones into their wills, with the best of intentions, thinking they are acting in… Continued

Life Care Planning and Special Needs

When considering how best to plan for someone with special needs and/or disabilities, it might be helpful to approach this task as a life care plan.  A life care plan is an ever-evolving assessment of financial security and supportive services, so that the person with special needs is able to live a life of meaning… Continued

Newsletter & Asset Protection Strategies

March is National Asset Management Month and it’s a great time to review and ensure that your assets are properly protected and that you have the best strategy in place for the future. As defined by financial experts, an asset represents any valuable item or resource convertible into cash. Such valuables encompass a spectrum, ranging from tangible… Continued

Five Myths About Living Trusts

When you are considering estate planning, you may ask family or friends for advice.  But, there is a lot of misinformation circulating about estate planning, which is understandable given how complicated this area of law really is.   In this article, we discuss five myths about living trusts and what you can do to ensure that… Continued

A Comprehensive Guide to Wills, Trusts, and Probate

Every person, no matter your age, should have a will or trust to ensure that your assets and property are handed down as you see fit. Without a will or a trust, the state of Maryland may end up distributing your assets according to the law versus according to your wishes. Many people believe their… Continued

Strategies for Building A Strong Financial Legacy

Generational wealth planning is a multifaceted and forward-thinking approach to financial management that transcends individual lifetimes. It aims to preserve wealth and assets while passing them down through multiple generations. Beyond the financial aspects, it involves instilling values, financial literacy, and responsible stewardship of resources. In this article, we will delve into the concept of… Continued