In the state of Maryland does a surviving spouse have rights to 401 k benefits that was left to a surviving adult child?
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Answered on November 20, 2020
Under federal law (ERISA), a spouse has to be named as primary beneficiary of a 401k or other retirement account. If the spouse is not named as...
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I have a net worth of $2,000,000 and want to give one of my daughters a gift of $200,000 now before I die.
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Answered on May 17, 2019
Your question touches on estate and gift tax issues in three states, Florida, New York and Maryland. I can only speak to the Maryland portion of...
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Would I need am probate attorney?
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Answered on May 06, 2019
Since your aunt died without a Will, she died intestate. Her closest relative needs to open an intestate estate at the Register of Wills office in...
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How much does a revocable trust cost?
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Answered on February 08, 2019
I agree with the other answer that revocable trusts are not one-size-fits-all. Your trust will reflect your intentions. Your attorney will...
Estate Planning Question: Who would be considered my legal next of kin?
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Answered on June 27, 2017
I will assume you have no children or you would have mentioned that, and I assume you live in Maryland, so that the distribution of your estate...
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Urgent question for an elder care attorney in maryland
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Answered on June 21, 2017
You need an elder law attorney's help to address all of your concerns. An elder law attorney will first determine what estate planning documents...
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How to move house into trust and assign LLC as beneficiary?
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Answered on June 19, 2017
I recommend you meet with an estate planning attorney to discuss your goals. Frequently, owners of rental property transfer such property to an...