articles

What Happens to Your Stock Market Investments When You Transfer Them Into a Living Trust?
If you have a brokerage account or investment portfolio and you are thinking about creating a living trust, this is one of the most practical questions you can ask. And as Olney trust lawyers, it is one we are glad to answer, because the answer is genuinely...
The #1 Mistake New Executors Make at the Bank (and How to Avoid It)
The #1 Mistake New Personal Representatives Make at the Bank (and How to Avoid It)
If you’ve recently been named the personal representative (also known as an executor) of a loved one’s estate, you are probably running on autopilot. Between making arrangements and notifying family, the last thing on your mind is navigating...
I'm Already a Trustee for My Parents
I'm Already a Trustee for My Parents. Can I Have My Own Living Trust at the Same Time?
This is a question that comes up more than you might expect, and it is a genuinely good one. The short answer is yes, absolutely. But the longer answer is worth understanding, because the two roles are more separate than most people realize. Two...
Do You Have Enough for a Living Trust
Do You Have "Enough" for a Living Trust? The Myth of the Minimum Requirement
One of the most common questions we hear from families in Silver Spring is: “How much money do I need to have before a Living Trust makes sense?” The honest answer often surprises people: There is no minimum. A Living Trust is not a luxury...
When Should Families Start Planning for Aging Parents in Olney_ Sooner Than You Think
When Should Families Start Planning for Aging Parents in Silver Spring? Sooner Than You Think.
Most families do not start thinking seriously about elder care planning until something happens. A fall. A diagnosis. A moment when it becomes clear that a parent who once seemed invincible is becoming more vulnerable. And while that moment often motivates...