What You Need to Know – How to Avoid a Basis Management Disaster
By Wayne M. Zell When it comes to estate planning, many people who set out with the best of intentions make a mess of the estate plan after the fact.…
Read MoreInherited IRA’s Not as Protected as Other Retirement Benefits
Adapted from the original article published in The Wealth Counselor on July 1, 2014 In a landmark, unanimous 9-0 decision handed down on June 12, 2014, the United States Supreme…
Read MoreJohn “Buck” Chapoton Discusses Brown Advisory Values
Please join Wayne Zell of Odin, Feldman & Pittleman, P.C. for part two of his two-part interview with John “Buck” Chapoton, former Assistant Secretary of the Treasury in the Reagan Administration and Senior Advisor with Brown…
Read MoreMaryland to Increase Estate Tax Exemption
On March 20, the Maryland Senate voted to increase the lifetime estate tax exemption from $1 million per person gradually to match the federal exemption ($5.34 million in 2014). This…
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