Three Liability Planning Tips for Business Owners
The risk of liability is a very real concern for today’s business owners. There are employment-related issues including wrongful termination,...read more →
SECURE Act: How It Affects Your Estate Plan and the Beneficiaries of Your Retirement Accounts
On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). The SECURE Act is effective...read more →
When to Review Your Estate Plan, and Why?
Just like other important life tasks, your estate plan deserves your time and attention. It’s important that you consider a review of your estate...read more →
Estate Planning Awareness Week: Top 3 Estate Planning Myths
Estate planning can be a very difficult process. It is estimated that over half of Americans (56 percent) do not have an up-to-date estate plan....read more →
Join MM&C Attorney David Lucas for an Estate Planning Seminar on October 29, 2019
Estates & Trusts Attorney, David A. Lucas, will be hosting an Estate Planning Insights Seminar on October 29, 2019 from 8 - 9:30 a.m. at...read more →
Does Your Small Business Have a Succession Plan? 6 Key Factors to Consider
After years of blood, sweat, and tears, you have built a successful small business, but have you considered what will happen to your business when...read more →
Truly the Season of Giving: IRS Gives the Green Light for Gifting
As explained in a prior article, the sweeping tax reform bill, commonly known as the Tax Cuts and Jobs Act of 2017 (TCJA), temporarily doubles the...read more →
Advance Medical Directives: You Have the Right to Decide, Don’t Wait Until It’s Too Late
Do you remember the unfortunate story of Terri Schiavo? In February 1990, Terri Schiavo, a Florida resident, suffered a heart attack that deprived...read more →
New Maryland Legislation Caps Estate Tax Exemption at $5 Million Beginning January 1, 2019
A new law changes both the exemption allowed and rules permitting use of estate tax exemptions in the state of Maryland. For individuals dying in...read more →