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For his 30th birthday on Thursday, Prince William received a bittersweet present: roughly $15 million inherited from the estate of his...

On May 22, Governor Martin O’Malley signed into law a bill that many of you may have already heard about. Chapter 448, or the “Family...

Before the holidays, we started working through a discussion about retirement planning and ways that you can coordinate retirement plans...

Two weeks ago we started a discussion about retirement planning and ways that you can coordinate retirement plans with wealth transfer...

Last week I started a discussion about retirement planning. Coordinating retirement plans with wealth transfer planning can be...

A couple of days ago I started a discussion about retirement planning. Coordinating retirement plans with wealth transfer planning can be...

In a recent newsletter that I sent to planning professionals, we discussed retirement planning. Coordinating retirement plans with wealth...

One of the most republished documents to be released by the Wall Street Journal was one about the 25 documents everyone needs before they...

I have spoken before about being a member of Wealth Counsel — a national network of estate planning attorneys. This membership gives me...

Check out this same post but with updates to reflect 2012 rules here. Smart Money recently summarized the basics of why you need an...

One of the major headlines of last year’s tax compromise in Congress, the gift-tax exemption jumps to $5 million from $1 million for...

Much of the information from this post has been reproduced in greater detail in an updated blog series, Estate Taxmageddon: Preparing for...

Earlier I wrote about the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 and offered a newsletter for...

On December 17, 2010, President Obama signed into law the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of...

President Obama signed the new tax law on Friday. A number of pundits are writing about it’s impact on the average person. This post by...

Have you been looking forward to the day you can retire, perhaps turn your business over to a son or daughter, or sell it? Even if you...

For those following the Estate Tax debate, there is an interesting article published in The Hill. I have attached a link for you to get...

With the current economy and uncertainty about the federal estate tax, many people are finding themselves sitting on the fence, wondering...

The Fisher Law Office, a wealth planning and business development law firm in Annapolis, MD, continues to monitor potential changes in...

A Bethesda, MD, colleague has been told by reliable sources that the vote for a permanent extension of the 2009 estate tax law should...