"A Pre-Nuptial Agreement can be a Significant Estate Planning Tool" by Attorney Colleen Sinclair Prosser … [Read more...] about A Pre-Nuptial Agreement can be a Significant Estate Planning Tool” (Audio)
A Brief History of a Last Will and Testament (Audio)
"History of a Last Will and Testament" by Attorney Jon J. Gasior … [Read more...] about A Brief History of a Last Will and Testament (Audio)
Free Estate Planning Seminars in March
Our Free Estate Planning Seminars in March have just been posted on our website https://spgasior.com/seminars/. for Waldorf, Chesapeake Beach, Bowie, Edgewater and Maryland. It's not too early to register as many of our locations have limited seating and will fill up fast! Visit https://spgasior.com/seminars/. and register today! … [Read more...] about Free Estate Planning Seminars in March
History of a Last Will and Testament
The idea of a last will and testament is one that dates back to ancient Rome. The laws governing wills in the United States arose out of English common law. The concept was very clear to the Romans, and then to the English. A person has certain property rights in both land and personal possessions. With death being an inevitability of life, these cultures recognized the need to provide for a … [Read more...] about History of a Last Will and Testament
The Importance of Beneficiary Designations
If you have an employer sponsored retirement plan, a life insurance policy, an annuity, or other retirement accounts, you probably specified a beneficiary to inherit the proceeds upon your death. Beneficiaries can also be named on brokerage accounts, certificates of deposit, mutual fund accounts, and bank accounts. These accounts become known as payable on death or transfer on death accounts. … [Read more...] about The Importance of Beneficiary Designations
The Importance of Beneficiary Designations (Audio)
"The Importance of Beneficiary Designations" by Attorney Nicole Livingston … [Read more...] about The Importance of Beneficiary Designations (Audio)
What is a Special Co-Trustee?
When reviewing the estate planning documents with our clients prior to their signing, one of the roles that regularly stumps people is the Trust Protector, which I call the Special Co-Trustee. Most people are aware of many of the terms in the documents such as trustor, trustee and beneficiary and the roles these people serve. However, the Special Co-Trustee can add flexibility to a trust for … [Read more...] about What is a Special Co-Trustee?
What is a Special Co-Trustee?
"What is a Special Co-Trustee?" by Attorney Colleen Sinclair Prosser … [Read more...] about What is a Special Co-Trustee?
2016 Vision – Your Complete, Comprehensive Estate Plan
Why not take the first step toward making your 2016 vision a reality? You are determined to set up a comprehensive estate plan to protect your family, your legacy and obtain peace of mind, and you know that by attending a FREE estate planning seminar you will be provided with up front information on why and how you can accomplish your goal. Take action now and register to attend a seminar … [Read more...] about 2016 Vision – Your Complete, Comprehensive Estate Plan
What is a Pet Trust?
A "Pet Trust" is an estate planning vehicle that allows you to provide for the care and support of your family pet upon your passing. In Maryland, pets and animals are considered tangible personal property, much like your jewelry, or your furniture. However, these beloved pieces of "property" often feel more a part of the family. Maryland law recognizes this, and allows for something we … [Read more...] about What is a Pet Trust?
