There are few things more important than planning for the future. While there are many ways you can do so, creating a comprehensive estate plan is a fantastic start. Two of the primary documents in estate plans are wills and trusts, and though they work in conjunction with one another, they are very different documents. […]
As you know, there are few things more important in terms of estate planning than creating a valid and enforceable will. As long as you do so, your executor, or personal representative, will work to administer the estate. When you pass away, the executor will take charge and work to ensure your assets are passed […]
Once your estate plan is finalized, the next step is selecting an administrator of your estate, also known as a personal representative. Your personal representative will have a wide array of responsibilities, which is why you must select this person wisely. Please continue reading and speak with our Maryland estate planning attorneys to learn more […]
Many people tend to assume that estate planning is only for those who are married or who have a significant amount of assets. This is untrue. To start, you most likely own more assets than you think, and secondly, even if you are currently unmarried, there are a wide array of reasons why you should […]
We all have people we love and want to protect, and in many ways, estate planning is all about protecting the ones we love, though we generally think of this in financial terms. While this is true, there are other aspects of estate planning that go far beyond financial matters, one of those being guardianships. […]
As you know, most people will create an estate plan at some point in their lives. Not only can doing so protect your assets and ensure that your loved ones receive them upon your passing, but it can also protect your assets and benefit you while you are alive. Though most of us are not […]
Have you had this happen – a client complains that their ex is now living with a new boyfriend or girlfriend and asks if they can terminate their alimony payments? If so, you probably know that the answer is the attorney’s favorite adage — “it depends.” Under Maryland law, unless the parties expressly agree otherwise, […]
Most people invest in life insurance, and for good reason. However, many people do not consider how life insurance and estate planning intertwine. While life insurance may seem complicated, it truly does not have to be, especially with the assistance of an experienced Maryland estate planning attorney. Read on and reach out to our firm […]
In a recent interview with Action News Jax Investigation CBS/FOX, Tax Attorney Jeffrey Katz of JDKatz, P.C. spoke about IRS tax return delays that currently have many Americans very concerned. To watch the interview in full, simply click the video below. Contact our experienced Montgomery County, Maryland firm The attorneys at JD Katz have years […]
