Estate Tax Law

Value Drive Estate Planning

My approach to recommending estate planning solutions is to consider all the options available to accomplish the client’s objectives. Next, I balance the cost and complexity of more involved strategies against the risk of simpler approaches. The...

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Powerball Winner

In the days leading to the $1.6 billion Powerball jackpot many of my clients advised me that they would be retaining me once they had the winning numbers. None of them called as winners, but it is encouraging to know my clients realize that huge...

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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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