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Author: Daniel N. Steven

6 Things to Ask Before Agreeing to Be a Trustee

Uncategorized 
February 21, 2016June 23, 2025 Daniel N. Steven 0 Comment

Being asked to serve as the trustee of the trust of a family member is a great honor. It means

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How Your IRA Can Benefit Both Your Heirs and Charity

Elder Law|Estate Planning>Wills & Trusts 
January 16, 2016June 23, 2025 Daniel N. Steven 0 Comment

Do you want to use your IRA to help a charity, but also benefit your heirs? Instead of leaving your

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How to Choose a Trustee

Estate Planning>Wills & Trusts 
December 16, 2015June 23, 2025 Daniel N. Steven 0 Comment

  If you create a trust, you will need a separate person or institution, called a “trustee,” to manage the

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What Is Cost Basis and How Do You Prove It?

Probate Administration|Estate Planning>Wills & Trusts 
November 18, 2015June 23, 2025 Daniel N. Steven 0 Comment

Knowing the “cost basis” of your property is important for tax purposes, but proving cost basis can be difficult. Cost

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Woman’s Efforts to Change Will Without Professional Assistance Backfire

Estate Planning>Wills & Trusts 
October 16, 2015June 23, 2025 Daniel N. Steven 0 Comment

Just as making a will without the help of a qualified attorney can be dangerous, trying to change an existing

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Rockville, MD 20850
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