Interesting Links:

  • This is a brochure from the Montgomery County Register of Wills Office that explains why Revocable Trusts are not everything they are advertised to be: https://registers.maryland.gov/main/publications/living%20trust%20pamphlet.pdf
  • The D.C. Superior Court Probate Division has some good information about probate:  https://www.dccourts.gov/superior-court/probate-division
  • A helpful website for Maryland residents with probate and estate information: https://www.peoples-law.org
  • Information on the District of Columbia estate tax can be found here: https://otr.cfo.dc.gov/publication/d-76-estate-tax-instructions-booklet-and-computation-worksheets-2022-and-prior
  • Information on the federal estate tax exemption https://en.wikipedia.org/wiki/Estate_tax_in_the_United_States
  • Information on the Maryland estate tax exemption: https://marylandtaxes.gov/individual/estate-inheritance/estate-inheritance-faq.php (This site discusses how portability is available for Maryland residents.  This means is essence that a married couple gets double the exemption).