Serving Maryland Estate Planning Clients from Our New Frederick Location
Effective July 1, 2026, our office is located at:
5100 Buckeystown Pike, Suite 250
Frederick MD 21704
Convenient telephone, virtual, and in-person appointments available by appointment only.

Posts Tagged ‘beneficiaries’

IRA Required distributions, taxation and beneficiary designations are among the most often overlooked aspects of retirement planning

“If you don’t have a plan for the distribution of your IRA, the IRS has a plan for you.”

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