Bling Generation

What does bling have to do with estate planning? I have worked with folks from all walks of life. Counseling them about wills, trusts and estates. Many folks who come in for advice are hard working blue collar laborers, others are very well off, and some are considered wealthy. If you are part of the … Continue reading Bling Generation

Have You Signed Up for the Ladies Estate Planning Tea Newsletter? What are You Waiting On?

Hi There, The Ladies Estate Planning Tea is ready to take on some new and fun activities for you to get involved in. The mission of the Ladies Estate Planning Tea is to transform how we think of estate planning. Let’s get this topic in our conversations and start working on: making a difference in the … Continue reading Have You Signed Up for the Ladies Estate Planning Tea Newsletter? What are You Waiting On?

Why You Should Not Wait Another Day to Join this Conversation

​In a few days, Baltimore will be abuzz with people  from all over the nation. They will be in a conversation that you should be a part of. Answer a few quick questions to find out what this conversation has to do with you: Do you work for a nonprofit (leader, employee, volunteer)? Are you … Continue reading Why You Should Not Wait Another Day to Join this Conversation

Leaves From a Tree, What Will Your Legacy Be

After a cool brisk walk this morning, I am more convinced than ever - Fall is my favorite time of year. Seasons change and life happens. Leaves from a tree, what will your legacy be? Make sure your estate plan is up-to date. If you do not have one in place, get busy putting your … Continue reading Leaves From a Tree, What Will Your Legacy Be

When’s the Best Time to Get an Estate Plan?

One of the frequent questions I get is - “when is the best time to get an estate plan?” How do I answer this question - that depends. Most often the answer I give is what you’ll read below: When all is well with you - that’s the best (ideal) time to get your estate … Continue reading When’s the Best Time to Get an Estate Plan?

My Mother Said, Once You Know Better, Do Better – Here’s How I Use Her Advice

On a recent bright and sunny morning, I had two conversations before 10 AM with individuals seeking information about estate planning. That's not unusual. However, the conversations were with family members seeking to learn about what can be done for a loved one who has some memory loss. The conversations went something like this: I … Continue reading My Mother Said, Once You Know Better, Do Better – Here’s How I Use Her Advice

Handwritten Notes Make A Will – Not So For Most of Us

Handwritten Will Valid or Not? From time to time, I get questions about handwritten wills. In particular, is a handwritten will valid? This is a loaded question. The response to the question will be based on Maryland law. Here’s a scenario that was presented to me: Mr. Bob Smith was sitting around one evening relaxing and … Continue reading Handwritten Notes Make A Will – Not So For Most of Us

3 Things a Scoop of Ice Cream Can Tell You About Estate Planning

How in the world does ice cream and estate planning end up in the same post - is probably what you are thinking? Ice cream is not just kids' play. The treat has national recognition on a grand scale. In 1984, President Ronald Reagan proclaimed July as National Ice Cream Month and established National Ice … Continue reading 3 Things a Scoop of Ice Cream Can Tell You About Estate Planning

A Few Quick Thoughts About Being a Business Owner

As a business owner, many things are on my plate, and I thought it would be a good idea to take a look back at how things got started and share some insight for those seeking to become business owners: First, the idea of starting a business is exciting to many. Second, creating a new … Continue reading A Few Quick Thoughts About Being a Business Owner

Don’t Let the Dust Settle on Your Marriage Certificate Before You Get an Estate Plan – Here’s Why

Congratulations if you are recently engaged, and getting ready to marry your sweetheart, your soulmate, your life partner. Weddings are in the air. Maybe you have been married for a few months or a few years. Newlyweds to Silver and Gold Anniversary unions are all fair game when it comes to being acknowledged for staying together as … Continue reading Don’t Let the Dust Settle on Your Marriage Certificate Before You Get an Estate Plan – Here’s Why