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Sinclair Prosser Gasior

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Home / Archives for Beneficiary Designations

Are You the Trustee of a Special Needs Trust?

December 12, 2014 by Sinclair Prosser Gasior

  Are you the trustee of a Special Needs Trust? Do you have a child with a disability that will receive government benefits? Disability planning is an often overlooked aspect of estate planning that requires unique considerations and a deeper understanding from all of the parties involved. If you answered yes to either of the previous questions, you will need to be aware of what Special Needs … [Read more...] about Are You the Trustee of a Special Needs Trust?

Filed Under: Beneficiary Designations, Estate Administration, Estate Planning, Special Needs Trust, Trustee, Trusts Tagged With: Asset Protection, http://wpdiary.net/sinclairprosserlaw/services/planning-for-those-with-special-needs/, Medicaid, Social Security Income, Special Needs Planning

Beneficiary of an IRA

November 25, 2014 by Sinclair Prosser Gasior

  "Beneficiary of an IRA" by Attorney Nicole Livingston … [Read more...] about Beneficiary of an IRA

Filed Under: Beneficiary Designations, Estate Administration, Estate Planning, Income Tax, Individual Retirement Accounts (IRAs), Planning for Minor Children, Trusts Tagged With: Asset Protection, Inheritance Planning, IRS, Look-through Trust, Qualified Retirement Trust, Retirement Planning

Family Incentive Trust is Alternative to Disinheriting

October 29, 2014 by Sinclair Prosser Gasior

Recent headline news reported that actor Philip Seymour Hoffman left his entire estate to his girlfriend and nothing to his three young children, therefore disinheriting them.    It is reported that he did not want to create “trust fund kids”, or kids that live off a trust and never have to earn a living for themselves.  Through Mr. Hoffman’s planning, there is no provision for financial support … [Read more...] about Family Incentive Trust is Alternative to Disinheriting

Filed Under: Beneficiary Designations, Business Planning, Charitible, Estate Administration, Estate Planning, Legacy Wealth Plan, Living Trusts, Planning for Minor Children Tagged With: Asset Protection, Beneficiaries, Blended Families, Charitable Contributions, Charitable Giving, estate planning, Estate Planning Attorney, Estate Planning Seminars, Family Incentive Trust, Family Wealth Trust, Inheritance Planning, Legacy Planning, Philanthropy, planning for minor children, Privacy, wpdiary.net/sinclairprosserlaw

Family Incentive Trust is Alternative to Disiheriting

October 24, 2014 by Sinclair Prosser Gasior

   "Family Incentive Trust is Alternative to Disinheriting" by Attorney Colleen Sinclair Prosser … [Read more...] about Family Incentive Trust is Alternative to Disiheriting

Filed Under: Beneficiary Designations, Charitible, Divorce Protection, Estate Administration, Estate Planning Tagged With: Asset Protection, Estate Planning Seminars, Family Incentive Trust, http://wpdiary.net/sinclairprosserlaw/seminars/, Inheritance Planning, Legacy Planning, Privacy

Robin Williams’ Estate Plan

October 15, 2014 by Sinclair Prosser Gasior

  Robin Williams' untimely death came as a shock to the world this past August.  As devastating as an unexpected, sudden death can be for the family, the need to settle the estate only adds to the stress of an already overwhelming situation. However, having an estate plan in place reduces the uncertainty and unknowns for the grieving family members, since the deceased person has already documented … [Read more...] about Robin Williams’ Estate Plan

Filed Under: Beneficiary Designations, Estate Administration, Estate Planning, Estate Tax, Irrevocable Trusts, Living Trusts, Probate, Probate avoidance, Trusts, Wills Tagged With: Asset Protection, Attorney Brooke Shemer, Beneficiaries, Estate Taxes, Executor, Inheritance Planning, Irrevocable Trust, Legacy Planning, Privacy, probate, Real Estate, Register of Wills, Revocable Living Trust, Robin Williams, SinclairProsserLaw.com, Will

Who Should Be the Executor of Your Will?

October 2, 2014 by Sinclair Prosser Gasior

  It is important to take the time to decide who should be the executor of your estate upon your death, and your power of attorney if you become incapacitated.  Once you make these decisions, determine who should be the back-up in case your first choice is not available.  Usually, you can think of one person you trust and more likely than not you have even thought about who that person should be … [Read more...] about Who Should Be the Executor of Your Will?

Filed Under: Beneficiary Designations, Estate Administration, Estate Planning, Healthcare Power of Attorney, Living Trusts, Trustee, Trusts, Wills Tagged With: Executor, Financial Power of Attorney, Health Care Power of Attorney, Incapacity Planning, Living Wills, Power of Attorney, Powers of Attorney, Property Power of Attorney, Successor Exectutor, Successor power of attorney, Successor Trustee, trustee, wills

Who Should Be the Executor of Your Will? (Audio)

October 1, 2014 by Sinclair Prosser Gasior

  "Who Should Be the Executor of Your Will?" by Attorney Nicole Livingston … [Read more...] about Who Should Be the Executor of Your Will? (Audio)

Filed Under: Beneficiary Designations, Estate Administration, Estate Planning, Long Term Care Planning Tagged With: Executor, Incapacity, Incapacity Planning, Living Wills, Power of Attorney, Powers of Attorney

Divorce, Opportunists and Lawsuits: The Top 3 Risks that Cause Parents Worry

September 5, 2014 by Sinclair Prosser Gasior

 The top three risks that parents worry about are:  Divorce, Opportunists, and Lawsuits.  Many clients are concerned about the son-in-law and daughter-in-law divorcing their child and walking away with a big chunk of their estate.  And why shouldn’t they worry?  With a divorce rate in America topping every other country, the chances of your kids having a long and happy marriage are not good.  … [Read more...] about Divorce, Opportunists and Lawsuits: The Top 3 Risks that Cause Parents Worry

Filed Under: Beneficiary Designations, Divorce Protection, Estate Administration, Estate Planning, Living Trusts, Spouse, Trusts Tagged With: Asset Protection, Divorce, Family Access Trust, Family Incentive Trust, Family Sentry Trust, Family Wealth Trust, Inheritance Planning, Lawsuits, Legacy Planning, Opportunists, Revocable Living Trust

Divorce, Opportunists, and Lawsuits: The Top 3 Risks that Cause Parents Worry (Audio)

September 4, 2014 by Sinclair Prosser Gasior

  "Divorce, Opportunists, and Lawsuits: The Top 3 Risks that Cause Parents Worry" by Attorney Nicole Livingston … [Read more...] about Divorce, Opportunists, and Lawsuits: The Top 3 Risks that Cause Parents Worry (Audio)

Filed Under: Beneficiary Designations, Divorce Protection, Estate Administration Tagged With: Asset Protection, Blended Families, Divorce, Family Access Trust, Family Incentive Trust, Family Sentry Trust, Inheritance Planning, Legacy Planning, Marital Property

“Casey Kasem – An Example of Elder Abuse?” (Audio)

August 19, 2014 by Sinclair Prosser Gasior

  "Casey Kasem - An Example of Elder Abuse?" by Attorney Jon J. Gasior … [Read more...] about “Casey Kasem – An Example of Elder Abuse?” (Audio)

Filed Under: Beneficiary Designations, Elder Law, Estate Planning, Healthcare Directives, Healthcare Power of Attorney Tagged With: Casey Kasem, Domestic Elder Abuse, elder law, http://www.ncea.aoa.gov/, Incapacity Planning, Institutional Elder Abuse, Living Wills, National Center on Elder Abuse - Administration on Aging, Powers of Attorney

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5 Stars

We initiated estate planning following a presentation by Sinclair Prosser Attorney Jon Gasior. We were so impressed, we contracted with them to complete our estate planning. Subsequently, we assembled information on our assets and Sinclair Prosser Gasior did the rest. Correspondence was communicated to our financial institutions and the estate was established. We were very pleased with the courteous manner of the Sinclair Prosser Gasior staff. However, it was their professionalism that made us satisfied we chose this firm to handle our estate. We have nothing but praise for Sinclair Prosser Gasior .

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