The Paley Rothman Blog
Paley Rothman shares this library of resources with clients and friends of the firm to help them stay ahead of legal and business developments and trends. Here, you will find helpful tips and tools written by our employees.
Upon a person’s death, he or she would expect the Personal Representative (i.e. Executor) named in the Will to gain access to his or her bank accounts and private financial information. The law is not so clear with respect to the authority which may be granted to a Personal Representative or other fiduciary over digital accounts.Read More
Some clients, especially unmarried individuals, try to avoid probate and even try to concoct an entire estate plan by “strategically” placing assets in joint names with intended beneficiaries. Using joint ownership in this manner, generally, is a dangerous way to avoid probate and provide for beneficiaries.Read More
As we become more technologically connected, a significant problem that those of us with online accounts will face upon death or disability is that no one can manage or access our online accounts. Facebook, Google, and the Maryland and Virginia lawmakers have taken steps to address these issues.Read More
Federal and state estate laws have recently undergone significant changes. As fewer individuals become subject to the estate tax, the estate tax driven plans of the past may need to be modified.Read More