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Why is it important to create a valid will in Maryland?

Why is it important to create a valid will in Maryland?

by Ashley Hayward | Sep 24, 2018 | Blogs, Estate Lawyer Maryland, Estate Planning Attorney

When it comes time to start thinking about planning one’s estate, arguably the most important factor is the creation of a will. A will is a legal document that allows an individual to declare their wishes for what happens to their estate upon their passing. Some...
Estate Planning Practice 101 | JDKatz, P.C. | Montgomery County Estate Planning Attorneys

Estate Planning Practice 101 | JDKatz, P.C. | Montgomery County Estate Planning Attorneys

by Ashley Hayward | Sep 18, 2018 | Articles

Understanding the estate planning process can be a formidable process for even the best attorney. Estate and Elder law are among the fastest growing practice areas offering both young and established attorneys opportunities for rapid growth in their practices. As...
Estate Planning Practice 101 | JDKatz, P.C. | Montgomery County Estate Planning Attorneys

Captive Insurance & Organizational Risk Management: Issues & Solutions—the tip of the iceberg

by Ashley Hayward | Aug 30, 2018 | Articles

What is captive insurance and why is it useful to your clients?  Captives provide an unusual opportunity for clients to better manage risk than traditional insurance policies, and have unusually good tax benefits, when properly structured. While over 90% of the...
Designating IRA Beneficiary Critical in Estate Planning

Designating IRA Beneficiary Critical in Estate Planning

by Ashley Hayward | Aug 30, 2018 | Articles

Retirement accounts often represents a sizable portion of a client’s net worth, and properly designating your client’s IRA and other retirement account beneficiaries is critical in successfully implementing any estate plan. Nonetheless, client’s and their advisor’s...
PDI Global’s Client Spotlight Featuring JDKatz, P.C., Attorneys at Law

PDI Global’s Client Spotlight Featuring JDKatz, P.C., Attorneys at Law

by Ashley Hayward | Aug 30, 2018 | Articles

When your clientele includes heavy-weight boxer Riddick Bowe, the U.S. Surgeon General, CNN reporters, and C-level executives from the Fortune 100, you might not see much need for marketing. But if you’re Jeffrey David Katz, founder and managing partner of JDKatz,...
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