by Diane S. Kotkin | Mar 6, 2025 | Insights
A common misconception people have about life insurance is that they only need to designate their spouse, child, or loved one as the beneficiary of the policy to ensure that the life insurance benefits will be available to the beneficiary when they die. Life insurance...
by Diane S. Kotkin | Mar 6, 2025 | Insights
Ahhhh August… the month we think of as the end of summer: back to school, freshman move-in days, last vacations. But, in the estate planning world, August is so much more. August is National Make-A-Will Month!It’s sad to say that only 32% of Americans say they...
by Diane S. Kotkin | Mar 6, 2025 | Insights
Image credit: Maryland GovPics, CC BY 2.0, via Wikimedia CommonsThe recently proposed budget by Maryland Governor Wes Moore includes significant changes that could impact estate planning for Maryland residents. The budget proposes to eliminate the Collateral...
by Diane S. Kotkin | Mar 6, 2025 | Insights
Q: My father passed away last month with a very large mortgage and substantial credit card bills. The credit card companies call me multiple times a day. Am I personally responsible for these debts?A: In general, children are not personally...
by Diane S. Kotkin | Feb 14, 2024 | Insights, Trusts and Estates
Ahhhh Valentine’s Day! A day where Cupid’s arrow pierces the hearts of many and we celebrate true love. While the day is traditionally associated with romantic gestures and expressions of affection, it also provides an excellent opportunity to consider the long-term...
