Short, useful answers to the questions Annapolis families ask Jason most often — estate planning, elder law, probate, and protecting a closely held business.
Second marriages, stepchildren, and how to protect everyone you love.
How Maryland blended families structure wills and trusts so a surviving spouse is cared for and children from a prior marriage still inherit what was intended — without accidental disinheritance or family conflict down the road.
Watch on YouTube →Federal estate tax, Maryland estate tax, Maryland inheritance tax — in plain English.
The three taxes Maryland families actually face at death: the federal estate tax, the Maryland estate tax, and the 10% Maryland inheritance tax on non-lineal heirs — current thresholds, who pays, and the planning moves that reduce exposure.
Watch on YouTube →The one document that keeps your family out of guardianship court.
What a Maryland durable power of attorney actually authorizes, why the statutory form matters, and the five things Jason wants every client to understand before they sign one — including why an old or out-of-state POA may not be honored when it counts.
Watch on YouTube →Who speaks for you when you can't speak for yourself.
How a Maryland advance directive and healthcare proxy work, why every adult over 18 needs one in place, and what actually happens to your family — and your medical care — if no one has clear authority to make decisions on your behalf.
Watch on YouTube →Guardianship, trusts for minor children, and controlling what happens next.
The estate planning decisions that matter most for single parents in Maryland — naming a guardian for minor children, setting up a trust so an inheritance is protected until they're ready, and making sure the right person is in charge of the money.
Watch on YouTube →Protecting a loved one's benefits while still providing for them.
How a third-party special needs trust lets Maryland families provide long-term financial support for a child, sibling, or family member with a disability — without disqualifying them from Medicaid, SSI, or other means-tested benefits.
Watch on YouTube →The short answer: yes. Here's why.
Why a revocable living trust and a pour-over will work together as a single plan, what happens to assets you forget to title into the trust, and how the two documents combine to keep your Maryland estate plan complete and out of probate.
Watch on YouTube →The real answer to the question every Maryland family asks.
How Maryland Medicaid actually treats the primary residence while a spouse is receiving long-term care and after death, when estate recovery applies, and the legal planning that can protect the home for a surviving spouse or the next generation.
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