articles

Inheriting an asset can be a mixed blessing. While it might signify a meaningful bequest from a loved one, it also comes with its own tax implications. One of the most significant tax features to understand when inheriting property is the “step-up...

October 1, 2023 is the effective date of much of the legislation passed by the Maryland legislature during its legislative session in the Spring. There are a number of new laws that go into effect October 1, 2023 that may affect your estate plan. Our...

If you’ve ever questioned the difference between guardianships and powers of attorney for seniors, you’re not alone. As an Olney elder law attorney, I often field questions about these two distinct yet related legal mechanisms. Here’s...

For many retirees, dividing time between two beloved locations is the dream. Often known as “snowbirds,” these individuals enjoy northern US states in the summer before flocking to warmer climates come winter.  While this lifestyle...

Inheriting assets is a mix of honor and responsibility. As an Olney probate lawyer, I’ve seen many people unprepared for the implications of managing their inheritance. The inclination to treat an inheritance as “bonus” money is common,...