How to handle and protect assets in Maryland

You just learned you are inheriting assets.  You have questions – lots of questions.  What kind of assets am I inheriting — cash, stock, real estate, artwork, other personal property, retirement accounts or investments?  Are there any taxes associated with the inheritance?  Do I need to modify my estate planning documents?  Will the inheritance be considered marital property if I get divorced?  Can I protect them from claims by an…

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Changes in Maryland

A number of new laws and other significant changes are taking effect in Maryland on July 1, 2021.  Among them is the institution of Maryland Health Services Phone Call Program.  Additionally, the long-awaited lifting of the Maryland State of Emergency occurs on that date. Health Services Phone Call Program Maryland has instituted the Maryland Health Services Phone Call Program.  The program will establish an opt-in mental health service phone call…

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