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
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
No, I do not mean that literally – "How to Make Lemonade.” If you have your mouth watering over the idea of a tall glass of freshly squeezed lemonade, then you will have to find a recipe elsewhere. This article will highlight how my mother made lemonade out of difficult circumstances, and celebrate her … Continue reading Why The Most Important Thing About my Mother’s Legacy is How to Make Lemonade
Five Ways You can Debunk the Silver Spoon Myth What is the silver spoon myth? In a nutshell, many people have been lead to believe that only those with lots of possessions and property should have an estate plan. Are you picturing ornate silver serving sets, land ownership fit for a king or queen, grandiose … Continue reading Five Ways You can Debunk the Silver Spoon Myth
What is Umbrella Insurance, you may ask? It is a type of insurance that is a little known wonder to most of us.
Is there a topic that you want to learn more about? During a recent discussion about "Blogging for Lawyers,” I had an aha moment. Here it is: Ask followers, connections, network members and others what topics are of interest to them. Seeking input from readers is not a new idea, but it has never been done on this … Continue reading What Ideas Should an Estate Planning Attorney Blog About?
Bring Dan Morhaim, M.D., and Aquanetta J. Betts, J.D., to Your Church or Place of Worship. End of Life Care Talk (Advance Directives, Living Wills, Planning Information - Personal Empowerment). For scheduling or more information: call (410) 701-0127, email - firstname.lastname@example.org or click here to complete and submit the Speaker Request Form. Click here to complete and … Continue reading Let’s Talk: Advance Directives, Living Wills, Planning Information and Personal Empowerment
The Overlooked Fundraising Gem: Planned Giving If you are involved with a nonprofit – 501(c)(3) organization, listen up: Executive Directors, Development Directors, Church Leaders, Faith Based Leadership, Board Members, Donors and Supporters. Planned giving (click here for free eBook) is a form of fundraising that has adjusted to trends in charitable giving for generations. Through … Continue reading The Overlooked Fundraising Gem: Planned Giving
A question that I am asked on a regular basis is, “How Often Should I Update my Estate Plan?” The question is not as clear-cut as you may think. Here is some information to keep in mind: Life: Weddings, births, new job, divorce, family dynamics, retirement, business ownership, new assets, illness, and death. Change Happens. … Continue reading Change Happens: Why you Should Update Your Estate Plan
First, Happy Holidays and Merry Christmas to you and your family. This is a busy time of year. All kinds of events, tasks, obligations and requests are being made of your time and energy. What’s a person to do with all of the demands? Well, after you focus on taking care of yourself amidst all … Continue reading Here’s Why You Should Make a Holiday List and Check it Twice