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It is important for your named beneficiaries on investment assets to match your estate plan. Learn why such consistency matters and other considerations for naming an account beneficiary.

Read more - Why Beneficiary Designations Must Coordinate with Your Estate Plan


The questionnaire collects valuable data such as contact information, financial figures (including retirement accounts, non-retirement assets, insurance, liabilities and annuities) and designation of fiduciaries (including powers of attorney, advance medical directive, personal representatives and trustees).

Read more - Estate Planning Questionnaire


This resource provides basic information about how retirement accounts are treated and valued as part of a divorce case in Maryland.  It specifically discusses pension valuation and Qualified Domestic Relations Orders (QDROs).

Read more - FAQs about Divorce in Maryland: Retirement Accounts


This resource includes the latest Federal Tax Updates from 2011.

Read more - Federal Tax Update