When you move to a new state you need to update a lot of your personal documents such as your driver’s license and voter registration card, but don’t forget about your estate plan. While your will or trust may still be valid in the new state, there could be differences in the new state’s law. These differences in the laws can make certain provisions of the document invalid or conversely, there … [Read more...] about Is My Estate Plan Still Valid If I Move To Another State?
Review Your Estate Plan
My clients often ask me, “How often should I review my estate plan?” and the answer to this question varies from person to person. These are some of the major milestone events that occur in your life that will require a review of your estate plan. Marriage. Marriage can automatically give each spouse some rights to each other’s property. However, marriage does not automatically change … [Read more...] about Review Your Estate Plan
Top 10 Reasons For You To Have An Estate Plan Review
My clients often ask “How often should I have an estate plan review?” The answer to this question varies from person to person. There are many life events that necessitate an estate plan to be reviewed to make sure the provisions in place will achieve the ultimate goal of the client. Marriage can automatically give each spouse some rights in each other’s property. However, marriage does … [Read more...] about Top 10 Reasons For You To Have An Estate Plan Review
Top 10 Reasons For You To Have An Estate Plan Review
"10 Reasons it is important to have an estate plan review periodically " by Attorney Colleen Sinclair Prosser … [Read more...] about Top 10 Reasons For You To Have An Estate Plan Review
What Do I Do With My Estate Plan When Moving In or Out of the State
Many of my clients intend to move from Maryland when they retire, either because they own property elsewhere and want to spend their retirement years there, or they want to be closer to children and grandchildren who live out of state. Whether you’re moving out of the state or recently moved to Maryland, it is important to have your estate planning documents reviewed after you’ve settled in a new … [Read more...] about What Do I Do With My Estate Plan When Moving In or Out of the State
What Do I Do With My Estate Plan When Moving In or Out of the State
"What Do I Do With My Estate Plan When Moving In or Out of the State?" by Attorney Brooke J. Shemer … [Read more...] about What Do I Do With My Estate Plan When Moving In or Out of the State
The Importance of Having Your Estate Planning Documents Reviewed When Moving Out of State
Whether you’re moving out of the state or recently moved to Maryland, it is important to have your estate planning documents reviewed after you are settled in a new state. Generally, a will executed outside of Maryland will be valid here if it is in writing, signed, and was executed in conformity with the other state’s laws. However, other estate planning documents are state specific. Trusts … [Read more...] about The Importance of Having Your Estate Planning Documents Reviewed When Moving Out of State
Checklist for Your Estate Planning Consultation – Audio
"Checklist for Your Estate Planning Consultation" by Attorney Brooke J. Shemer … [Read more...] about Checklist for Your Estate Planning Consultation – Audio
Why Should I Have My Estate Plan Reviewed Every Five Years?
Many of the clients I meet with already have a will, trust, and power of attorney. Some have had their plans in place since the 90's or earlier, while others set up their plan only five or ten years ago. Clients often come back to review their estate planning documents, and are encouraged to do so. I like to review an estate plan every five years. Often times, family circumstances have … [Read more...] about Why Should I Have My Estate Plan Reviewed Every Five Years?
Listen to “Your Estate Matters” tomorrow morning (Tuesday) @ 8:50 a.m. on WNAV Radio
Make sure to tune in to WNAV Radio on 1430 AM or 99.9 FM on Tuesday mornings at 8:50 a.m. for YOUR ESTATE MATTERS! The attorneys of Sinclair Prosser Gasior relate cutting edge estate planning information to keep you up to date. The topic tomorrow is "Estate Plan Review" by Attorney Brooke J. Shemer. … [Read more...] about Listen to “Your Estate Matters” tomorrow morning (Tuesday) @ 8:50 a.m. on WNAV Radio
