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Tag Archives: estate-planning

Mistakes to avoid during estate planning

Howard “Buddy” Goldman, director of estate and business planning for Northwestern Mutual, in Baltimore, said, “I often tell people that without proper planning, Uncle Sam may become the primary beneficiary of their estate.”

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Anton Berk filed a multi-count civil action in the Circuit Court for Montgomery County against Carole Berk, several lawyers and a law firm for their various roles in implementing estate planning arrangements made by Anton’s deceased father, Maurice Berk. Carole, Maurice’s wife, was a trustee of an irrevocable insurance trust established by Maurice. The circuit court granted summary judgment in favor of Carole and dismissed Anton’s claims against the other defendants. On appeal, Anton argues that the circuit court erred in doing so.

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Digital memories fade in death; protect yourself

Estate planning attorney James Lamm who writes the blog “Digital Passing” advises people to plan ahead for their virtual afterlives. Your best bet is to make sure valuable memories and intellectual property are stored somewhere besides a social media account ...

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