Estate Planning vs. Long Term Care Planning
Mar 16, 2026
Just because you have an estate plan does not mean that your attorney reviewed your plan to ensure considerations for long term care, if needed now, or at any time in the future. Understand the differ...
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Checklist: 10 Thinks to Know About Long Term Care Planning in Maryland
Mar 16, 2026
Long-term care planning ensures that the estate (and a person’s life savings) is not completely exhausted by long-term care costs, while they are living. The good news is that there is a lot that can ...
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What is an estate accounting?
May 25, 2017
An estate accounting is an accounting that needs to be filed with the court reporting all of the assets and expenses of the estate. In Maryland, once an estate is open, the first account is due within...
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What is required to complete the list of inventory of assets?
May 25, 2017
In a Maryland estate, in order to prepare an inventory of assets, the personal representative will need to ascertain all of the assets that the decedent owned at the time of their death as well as the...
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What is ancillary probate?
May 25, 2017
When a person passes, you will have a primary estate in the state in which the person was domiciled or resided on the date of their death. But if that person owned real estate or other assets in anoth...
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What is the difference between a will and a trust?
May 25, 2017
Although both will and trust are both revocable and modifiable, a will has to be recorded and filed with the country and it becomes public information. You have a personal representative who has to pr...
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What should I do to prepare for seeing a probate attorney?
May 25, 2017
Prior to meeting with your probate attorney, I would suggest that you gather the documents that you need, which would be the original will, a death certificate, the funeral expenses. Then you would ne...
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When is probate required to transfer title to real estate?
May 25, 2017
Whenever a descendant-owned real estate solely in their name at the time of their death, the real estate would have to go through the probate process. The only time that a piece of real estate would n...
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Who inherits my Individual Retirement Account (IRA) if I do not name a beneficiary?
May 25, 2017
If you do not have a beneficiary named on your individual retirement account or IRA, those funds are payable to your estate. The funds would then be distributed by your personal representative, accord...
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Who needs estate planning?
May 25, 2017
Everyone needs an Estate Plan, especially when you get married, when you have children, you want to make sure that those children are protected and your family is protected in the future.The way to do...
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