by Jeffrey Katz | Sep 4, 2026 | Blogs
Understanding the Estate Tax Exemption The estate tax exemption is a critical element of financial planning, but its application can vary significantly between federal and state levels. For Maryland residents, understanding this distinction is key to making informed...
by Jeffrey Katz | Sep 2, 2026 | Uncategorized
Understanding the Wealth Transfer In the coming decades, the United States is expected to experience the largest intergenerational wealth transfer in history. Cerulli Associates projects that $124 trillion will change hands through 2048, with roughly $105 trillion...
by Jeffrey Katz | Aug 17, 2026 | Blogs, Uncategorized
Introduction to Estate Planning Updates 2026 Estate planning laws have undergone significant changes over the past five years, impacting individuals and families across Maryland, the District of Columbia, Virginia, and at the federal level. These updates reflect...
by Jeffrey Katz | Aug 15, 2026 | Blogs
Understanding the Sandwich Generation The sandwich generation faces an overwhelming and often terrifying reality: being caught between the needs of aging parents and dependent children. This unique position creates a perfect storm of emotional, physical, and financial...
by Jeffrey Katz | Aug 14, 2026 | Blogs, Uncategorized
Understanding Medicaid Planning in Maryland Medicaid planning in Maryland requires a thorough understanding of the state’s specific regulations and guidelines to ensure eligibility for long-term care benefits while preserving assets. With the rising costs of nursing...
