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Tag Archives: beneficiaries

Understanding how your HSA works with your estate plan

How Your Health Savings Account (HSA) Works with Your Estate Plan

By Andre O. McDonald |

If you’re enrolled in a qualified high-deductible health plan (HDHP), you must consider how your health savings account (HSA) fits into your estate plan—especially to make sure that any hard-earned money left in your HSA when you die goes where you want it.   What is an HSA? An HSA is an account whose… Read More »

Uses for annuities in estate planning

Understanding the Role of Annuities in Estate Planning

By Andre O. McDonald |

Selecting the right type of annuity for yourself is no small feat. Of course, you’ve put in the research and planned with your financial advisors. But, you might still be wondering what happens to those annuity payments upon your death. Let’s start by discussing the role of annuities in estate planning. In addition to… Read More »

3 Estate Planning Myths You Should be Aware of in Columbia, MD and beyond

Estate Planning Myths: Why Me, Why Now … and is a Will Enough?

By Andre O. McDonald |

Marylanders – you have worked hard for years, have family members and friends you care about, and have approached a time in your life when “estate planning” sounds like something you should do … but you are not exactly sure why. You may feel that you are not wealthy enough – or not old… Read More »

Meeting with your Estate Planning Attorney: How to Get Organized

How to Get Organized to Meet With Your Estate Planning Attorney

By Andre O. McDonald |

OK, great! You’ve finally decided it’s time to meet with an estate planning attorney and get your affairs in order. It’s time to make sure your family is protected. Now that you’ve scheduled the first appointment, what’s the next step? You can do one of two things: (1) Simply wait for the meeting date… Read More »

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For help with estate planning, special needs planning or elder law throughout Howard, Montgomery, Prince George’s, Anne Arundel, and Baltimore County; and Baltimore City, contact McDonald Law Firm, LLC.

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McDonald Law Firm, LLC

Columbia Office

10500 Little Patuxent Pkwy, #420
Columbia, MD 21044-3563

Bethesda Office:

(By Appointment Only)

7315 Wisconsin Avenue, Suite 800 West
Bethesda, MD 20814

Washington, DC Office:

2101 L Street, N.W., Suite 300
Washington, DC 20037

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