Law Office of Steven M. Berger, LLC

Wills for Heroes

Once again I participated in the Wills for Heroes program this time in Baltimore. Wills for Heroes provides wills, powers of attorney, and advance medical directives for first responders. This year the program has been expanded to include...

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Trust Taxes

In August I attended an Advanced Estate Planning Conference put on by the American Institute of Certified Public Accountants. You may wonder why an attorney would spend three days listening to speakers talk about taxes. The reason is that taxes...

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Asset Protection

I recently attended a Maryland State Bar Course that covered the latest laws and decisions on asset protection in Maryland. Asset protection is a key factor in the decision to establish trusts for beneficiaries. The trust you establish for your...

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Family

Our first grandchild was born on Halloween evening to our daughter and son-in-law. Valerie and I are filled with joy. As new grandparents we hopped on a plane the next day and are spending a week helping out with the transition, but mostly...

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Estate Tax Law Changes

I receive plenty of inquiries on my opinion on how to plan with the expiration of the $5,000,000 Federal Exemption on December 31, 2012. My advice to most clients is that they should be planning to avoid the Maryland Estate tax which starts at a...

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