Jay Leno recently started his legal journey to obtain conservatorship or guardianship over his wife who was recently diagnosed with dementia. The court paperwork shows that he was filing so he could set up a living trust for his wife to manage her assets and provide for her continued care if he died. He is asking the court for permission to create an estate plan because they had not done so before … about Guardianship: Insights from Jay Leno’s Wife’s Court Proceeding ..read more

"Considerations Before Changing Your Deed" by Attorney Alexander Pagnotta (Audio) Have you thought about changing your deed to include a child as a co-owner? How about adding your spouse to the deed? If so, then there are a few things to consider before signing on the dotted line and going to the local courthouse to file your deed. While doing a new deed may not seem like an arduous task, it is … about Considerations Before Changing Your Deed ..read more

In December, we hosted an online webinar on the Corporate Transparency Act (CTA). The presentation focused on the details of the Corporate Transparency Act and its reporting requirements. Recently, there has been an update to this new legislation.   In National Small Business v. Yellen, the U.S. District Court for the Northern District of Alabama ruled that the CTA exceeded Congress’ … about Update on the Corporate Transparency Act: Legal Challenges and Implications ..read more

"First Steps to Estate Planning" by Attorney Jon Gasior (Audio) I often get asked the question, "What are the first steps in estate planning and what should I bring to my initial consultation?" The real answer is we do not need you to bring all your financial and asset information to the first meeting. The initial meeting is just a conversation to get to know you, your concerns, and your … about First Steps to Estate Planning ..read more

"Living Wills and MOLST Forms" by Attorney Cristol Wagner (Audio) What is the difference between a Living Will and a MOLST form? This is one of the most common questions clients ask us when discussing Living Wills and their function as part of a comprehensive estate plan. A Living Will functions in conjunction with a Health Care Power of Attorney. In a Health Care Power of Attorney, you … about Living Wills and MOLST Forms ..read more

"Navigating Maryland Death Certificates" by Attorney Alex Pagnotta (Audio) When a loved one passes away in Maryland, you may find yourself scrambling for a death certificate. This record of finality provides evidence of an individual's passing and is an important document on many levels. But how do we obtain the death certificate? How quickly can we get it? And who is entitled to apply? These ..read more

"Estate Planning for Women" by Attorney Melanie Marban (Audio) Estate planning shapes the legacy individuals leave behind for their loved ones. While both men and women engage in estate planning, it is essential to recognize the unique challenges and opportunities women face in this process. The dynamics of estate planning for women have evolved over time, reflecting shifts in societal norms ..read more

"Aligning Your Estate and Financial Plans" by Attorney Jon Gasior (Audio) When you meet with an estate planning attorney, the conversation will likely revolve around your assets and your goals for the future. Typically, clients have a few major concerns such as who will manage their affairs if they are unable, who will inherit when they pass away, tax avoidance strategies, and long term care … about Aligning Your Estate and Financial Plans ..read more

"A Glimpse into the Estate Planning of J.R.R. Tolkien" by Attorney Beth Burgee (Audio) In the realm of estate planning, there are few estates as enchanting and enduring as that of J.R.R. Tolkien, the literary mastermind behind the beloved fantasy world of Middle Earth. The intricacies of managing the Tolkien estate serve as a fascinating case study for both fans of the iconic author and those … about A Glimpse into the Estate Planning of J.R.R. Tolkien ..read more

"Lessons from Taylor Swift" by Attorney Melanie Marban (Audio) Legacy planning involves determining how you want to be remembered and what impact you want to have on future generations. When it comes to celebrity estates, complexities arise due to the nature of their assets, including intellectual property rights, royalties, real estate, and valuable personal items. Taylor Swift's estate is no ..read more