2012

Comptroller Peter Franchot invited the Financial Planning Association of Maryland to Annapolis for a symposium on House Bill 191.  House Bill 191 and Senate Bill 307 will require the Maryland High Schools to include a required course on Financial Literacy as a graduation requirement.  The bill is patterned after a similar law already in effect [...]

My new office is in Annapolis near the Harbor Center.  The office is on the third floor of the Annapolis Professional Center II.  The location is convenient to Interstate 97 and Route 50 just off Aris T. Allen Boulevard.  I am excited about the space and the ability to better serve my clients.

Our firm increasingly sees clients with large retirement account balances or large life insurance policies without a contingent or secondary beneficiary.  These assets will pass according to the beneficiary designation without being part of your probate estate as long as a beneficiary is named.  However, these assets are considered part of your total estate and [...]