OUR WRITING / BLOG

should you marry for money

The Maryland Legislature recently made it more difficult (but not impossible) to disinherit a spouse. When one spouse dies, the survivor has rights to the marital estate. However, the deceased spouse could have owned assets in a way that shielded them from the surviving spouse’s marital rights. The key change made by the new law […]

trapeeze trust

Hopefully, each of us has at least one person we trust to aid us in a time of distress or illness. When it comes to financial matters, we hope that those people are savvy in asset management, record keeping, and tax compliance. Most often when selecting fiduciaries, such as agents under a power of attorney, […]

Faith Becomes Trust

The appointment of an agent under a Power of Attorney is a minefield of potential abuses.  Even a trusted person can become untrustworthy. Agents often have a great deal of discretion and the potential for conflicts of interest abound. If a power of attorney is effective when executed, the agent can act on the principal’s […]

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