The ongoing COVID-19 pandemic has caused many people to reassess aspects of their lives. Do they want to continue to work? Is going back into an office setting the right move? How do they value their time versus the money? ...

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As people get older, they often have conversations with family members about the future — but they usually don’t have any plans in writing, say lawyers and staff with the Maryland Volunteer Lawyers Service. To encourage people to put their ...

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Congressional Republicans have narrowed the estate tax so much that it affects only about 5,500 wealthy American households a year. Now they want to eliminate the tax altogether — with a bonus for heirs. Under the latest plan, backed by ...

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Financial planners say that if you have a beloved pet, it makes good sense to make sure it’s cared for after you’re gone.

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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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It’s important to get involved in some organizations, but which ones?

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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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Estate planning is one of those things we all know we should do but don’t often get to.

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Should companies be charged for soft costs like catered lunches and photocopying by outside counsel?

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