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Resources

Author: Wick Dudley | Date:

What is the Maryland SAFE Act? The SAFE Act, which was passed unanimously by Maryland legislature in 2021, goes into effect on October 1, 2021. It authorizes the Attorney General’s Office to take certain actions, including filing suit, on behalf of susceptible adults and older adults, and creates a new civil cause of action for […]

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Author: Nicholas P. Crivella | Date:

As the impact of COVID-19 evolves, our firm continues to update its operating procedures to protect the health and safety of our employees, their families, our clients and friends. Our firm continues to be fully operational as we continue to work hard to address your estate and business legal needs. Most employees are physically working […]

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Author: Bagley & Rhody | Date:

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Author: Nicholas P. Crivella | Date:

Please review and complete the attached Estate Planning Organizer in advance of your introductory estate planning meeting.  Family names and contact information, along with a breakdown of your assets/liabilities are most relevant for estate planning purposes.  If you maintain a listing of assets in a separate format, please feel free to forward that list as […]

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Author: Matthew S. Ballard | Date:

This year, when many will not be able to spend the holidays with loved ones because of COVID-19 fears or restrictions, the thoughts and memories of family gatherings at the holidays will likely bring both joy and sadness.  Not all families, however, associate the holidays with harmonious family gatherings.  In recent years, the litigators at […]

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Author: Nicholas P. Crivella | Date:

Many high net worth clients are taking advantage of the heightened Federal Estate/Gift Tax exemption through lifetime giving to their intended beneficiaries (or a trust for their benefit) prior to any planned (or unplanned) drop in the Federal Estate/Gift Tax exemption.  Background: The Tax Cuts and Jobs Act (TCJA) enacted by President Trump in 2017 […]

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Author: Bagley & Rhody | Date:

As the impact of COVID-19 evolves, our firm continues to update its operating procedures to protect the health and safety of our employees, their families, our clients and friends. Our firm continues to be fully operational as we continue to work hard to address your estate and business legal needs. Most employees are physically working […]

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Author: Bagley & Rhody | Date:

The coronavirus (“COVID-19”) pandemic has raised concerns and wide-ranging issues for many small businesses which continue to impact day-to-day operations and will likely persist for the foreseeable future. During this unprecedented time, Bagley & Rhody, P.C. remains ready, willing, and able to serve our clients and community. Our attorneys continue to closely monitor the legal implications for […]

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Author: Bagley & Rhody | Date:

It is often said that you must be appreciative of your past before looking forward to your future. We are grateful for those around us, appreciative of what we have accomplished, and hopeful for what we will become. First and foremost, we are immensely thankful for the strong foundation laid for the firm by Charlie […]

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Author: Bagley & Rhody | Date:

EXECUTIVE SUMMARY Congress recently enacted legislation that will expedite Required Minimum Distributions that must be paid from inherited retirement accounts which will accelerate income tax liability. Additionally, if inherited retirement accounts are payable to a trust for the benefit of a beneficiary, this new legislation can cause unplanned outright distributions of trust assets to such […]

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