News & Articles

Estate Planning & Elder Law

mother and adult daughter

INTERGENERATIONAL ESTATE PLANNING

11/19/2018

Should estate planning be a family affair?  We get that question all the time.  Sometimes our clients ask if they should share their estate plans ...

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When to Reassess Your Estate Plan

10/2/2018

You just finished setting up your estate plan: you received your estate planning notebook containing copies of your estate planning documents, you finished updating all ...

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Couple on phone and laptop

Estate Planning: The Insurance of a Lifetime

8/30/2018

Most of us appreciate how important it is to purchase insurance as a means of protection from unforeseen circumstances.  We pay for our health insurance ...

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Getting Your House in Order Before Your Next Vacation

7/16/2018

Every summer, we get last minute calls from many of our clients who are weeks away from their next vacation, and they suddenly want to ...

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2018 Legislative Update

6/8/2018

The Maryland General Assembly opened its 2018 session on January 10, 2018.  Before it concluded on April 9th, a total of 889 bills had ...

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PROBATE, GUARDIANSHIP AND DISABILITY LAW -2018 LEGISLATIVE UPDATE PART TWO

5/17/2018

The 2018 Session of the General Assembly was especially busy this year.  It dealt with over 3000 bills, many of which were politically charged. This ...

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ESTATE AND TAX PLANNING - 2018 LEGISLATIVE UPDATE PART ONE

5/17/2018

Wow, what a year!  The General Assembly, working with the Governor, was able to address a wide range of issues in a mostly bipartisan manner ...

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Michael Davis

Health Savings Accounts - A Double Win!

4/25/2018

Health Savings Accounts, often referred to as HSAs, are tax-free accounts that are used to pay for future, qualified medical expenses.  Like qualified retirement accounts ...

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Revocable Trusts Versus Wills - Which One Should You Use?

4/2/2018

When you have finally decided that it is time to get your estate plan in place, you quickly realize there are a lot of choices ...

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The ABLE Act: A New Tool for Special Needs Planning

2/27/2018

Imagine growing up with a disability in a world where you are forced to rely on government benefits to pay for your care and, to ...

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Prospective Impact of the Federal Estate and Gift Tax Changes in Maryland

1/23/2018

Well, there goes Congress!  Just when we thought it was safe to prepare estate plans based on a stable estate-planning environment, Congress has changed the ...

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"Secret Trusts" Sometimes A Necessity; Now A Possibility

6/26/2017

The 2017 Session of the Maryland General Assembly ended in April, and the various bills affecting our estate and tax planning options that passed were ...

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Senior Partner Michael W. Davis Named Accredited Estate Planner®

6/19/2017

Attorney Michael Davis is newly certified as an Accredited Estate Planner® (AEP®) designee by the National Association of Estate Planners & Councils (NAEPC}.

As a Senior ...

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2017 Report From The Maryland General Assembly Estate Planning and Probate Legislation

5/4/2017

At the beginning of the year, 2017 was looking to be a very productive one for the General Assembly when it came to bills affecting ...

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Timing Your Charitable Giving: Now or Later?

3/24/2017

As April 15th quickly approaches, many people are in the process of reviewing the charitable gifts they made to their favorite charity, religious organization ...

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The Dangers of DIY Estate Planning Using Joint Accounts

1/9/2017

Every day, thousands of elderly or disabled Americans are faced with the need to ask for assistance from a family member or friend to help ...

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The Importance of Having an Advanced Directive

9/9/2016

Imagine this: Your daughter goes off to college across the country.  A month later, you get a call from your daughter’s roommate telling you ...

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Digital Assets and Your Estate

6/10/2016

Guess what?  Digital assets are now part of your estate!  This means that your email, social media, blogs, photo or video sharing accounts, online storage ...

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Senior Partner Michael W. Davis Appointed to Maryland Sustainable Growth Commission by Governor Hogan

5/9/2016

Columbia, MD - Davis, Agnor, Rapaport and Skalny, LLC, one of the region’s leading law firms, today announced that Governor Larry Hogan has appointed Attorney ...

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If Prince Had A Will....

4/29/2016

Prince's death, at the age of 57, feels like we have lost one of our musical icons long before his time.  His musical genius ...

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