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 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...
by Jeffrey Katz | Aug 13, 2026 | Blogs, Uncategorized
Understanding the Sandwich Generation Balancing the demands of raising children while caring for aging parents is an exhausting and emotionally draining reality for the sandwich generation. The relentless pull from both sides can leave you feeling trapped and...
by Jeffrey Katz | May 28, 2026 | Uncategorized
Exceeding the state’s strict financial thresholds doesn’t necessarily mean you’re disqualified from receiving essential long-term care benefits. Many families assume that a modest pension or a family home will automatically bar them from assistance,...
by Jeffrey Katz | May 27, 2026 | Uncategorized
What if the difference between a routine civil audit and a life-altering criminal indictment rests entirely on how the IRS interprets a single “willful” mistake? It’s natural to feel a sense of profound anxiety when IRS Special Agents begin...
