The Importance of Naming Beneficiaries

May 5, 2022

One critical component of estate planning that people often overlook is the beneficiary designations on their accounts. These can be as important as wills and trusts, so it is vital to keep them updated. Failure…

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Bitcoin and Other Aspects of Estate Planning in the Digital Age

April 28, 2022

Cryptocurrency, social media, online account management—our ways of holding and transferring assets and information have changed dramatically in recent years, and the pace shows no sign of slowing. This can have a considerable impact on…

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If I Don’t Agree with a Will, Should I File a Caveat Proceeding?

April 21, 2022

A caveat proceeding is the formal method of contesting a will in Maryland. Only certain people have the right to file a caveat proceeding, and they must have adequate legal grounds to challenge the will…

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Do Beneficiaries Have to Pay Taxes in Maryland?

March 23, 2022

If you inherited property or expect to in the near future, you need to know whether you’ll be required to pay tax on any or all of it. Just as with income tax, you need…

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Ways You Can Make Charitable Giving Part of Your Estate Plan

March 23, 2022

Many people choose to be charitable during their lives, but they forget to include charity in the estate planning process. Fortunately, it is easy to remedy the situation.  A carefully crafted estate plan leaves room…

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How Do You Contest a Will in Maryland?

March 21, 2022

If you believe a will was executed in suspicious circumstances or that someone is trying to cheat the valid heirs out of their rightful property, then you need to know what it takes to contest…

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Bitcoin, Social Media and Beyond: Estate Planning in the Digital Age

March 11, 2022

At February’s PGCBA Probate, Estates, Trusts and Elder Law (P.E.T.E.) Committee’s annual seminar, Matthew Costa, Partner/Senior Advisor with Bestgate Wealth Advisors, presented on “Estate Planning and Taxation Issues Related to Cryptocurrency.” Mr. Costa’s informative presentation…

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Types of Real Estate Disputes in Maryland

February 25, 2022

Maryland real estate law is complex. With everything from archaic legal concepts to modern zoning and leasing regulations, it can be challenging to understand the legal issues in a case and know where you stand.…

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Avoiding Conservatorship: Succession Planning for Lawyers

February 24, 2022

On behalf of the PGCBA Probate, Estates, Trusts and Elder Law (P.E.T.E.) Committee, I would like to congratulate our President-Elect, Judge Jason A. DeLoach, who was sworn in as the newest member of the Orphans’…

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Five Fundamental Estate Planning Documents

January 16, 2022

Regardless of an individual’s age, financial status, or family situation, below I will discuss what I believe to be the five fundamental documents that provide a strong foundation to any estate plan. 1. Testamentary Document…

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