Succession Planning for the Family Business
Milton D. Jernigan II |
October 2019
Attorney, Milton D. Jernigan, discusses options and strategies for successfully passing the family business on to the next generation.
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Estate Planning for Beneficiaries with Disabilities
Esther A. Streete |
August 2019
Annapolis Estate Planning Attorney, Esther Streete, discusses the two main types of special needs trusts that can be used as planning to supplement public benefits and preserve means tested benefits while providing for the special needs of a disabled individual.
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Planning for Single (unmarried) Clients with and without Children
Esther A. Streete |
January 2019
Attorney, Esther Streete, discusses the importance of single clients establishing an estate plan with or without children as a means to control who handles their financial affairs.
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Estate Planning for Same Sex Couples
Danielle M. Cruttenden |
December 2018
Annapolis estate planning attorney, Danielle Cruttenden, discusses estate planning for same sex couples.
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Estate Planning for Couples Without Children
Esther A. Streete |
October 2018
Estate and Trust Attorney, Esther Streete, discusses estate planning options for couples with no children, or no children intended to inherit.
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Planning for the Second (or third or …) Marriage and Possible Later Remarriage Scenarios
Danielle M. Cruttenden |
September 2018
Estate and Trust Attorney, Danielle Cruttenden, discusses scenarios surrounding estate planning, trust administration and estate taxes surrounding second marriages and other remarriage situations.
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Estate Planning in Action
Stephen C. Hosea |
July 2018
Steve Hosea and the blog team discuss common problems could have been avoided with proper estate planning.
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Estate Planning for the Modern Family
Stephen C. Hosea |
July 2018
Steve Hosea discusses estate planning challenges for alternate family structures, including, second or third marriages, households with no children, same-sex marriages, single parent households and plans that work best for a variety of modern family scenarios.
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Recent Federal and Maryland Estate Tax Law Updates
Esther A. Streete |
July 2018
Major tax reform was approved by Congress, and on December 22, 2017, President Donald Trump signed it into law as the Tax Cuts and Jobs Act. Although the new law fell short of repealing or eliminating the federal estate tax, it limits its applicability.
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