Posts Tagged ‘Maryland estate planning’

What’s on the Estate Tax Horizon?

By James A. List The Law Offices of James A. List, LLC There was much speculation about what the current presidential administration was going to do about estate tax law changes in late 2008 into 2009.  Some of this has quieted down as the stimulus package, unemployment, the auto industry and AIG, and health care…

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WANTED: A Qualified Trustee

What is a trustee? What do they do? What are their qualifications? Who should we use?

These questions and many similar ones often fill up estate planning appointments. The need for qualified trustees continues to grow for many reasons. Families with disabled members need to provide special needs supports without impacting disability benefits. Family structures have changed, and trustees are necessary to protect second spouses and to protect children from previous marriages. Some trusts are critical for estate tax planning.

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Download A Laypersons Guide to Estate Planning For Free

Free Estate Planning Resource Guide The Law Offices of James A. List, LLC is proud to announce they are able to give away the new edition of A Laypersons Guide to Estate Planning 4th Edition. Download a free copy of this book to understanding everything you need to know when considering Estate Planning. Written by…

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Baltimore Office

11019 McCormick Road, Suite 400

Hunt Valley, Maryland 21031

Eastern Shore Office

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Ocean City, Maryland 21842