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Sinclair Prosser Gasior

Annapolis Estate Planning Attorneys

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Home / Archives for Estate Planning

Free Estate Planning Seminars Next Week! Register now!

January 7, 2015 by Sinclair Prosser Gasior

  The estate planning seminars establishes the necessary components of an effective estate plan. The seminar is presented in a case study format profiling the life of Bill and Mary Jones. Several scenarios are used to relay the impact of estate planning issues relating to probate, disability due to incompetence, protection of government benefits for special needs loved ones, second marriages, … [Read more...] about Free Estate Planning Seminars Next Week! Register now!

Filed Under: Advanced Estate Planning, Beneficiary Designations, Deed, Deed recording, Deeds, Divorce Protection, Elder Law, Estate Administration, Estate Planning, Estate Tax, Healthcare Directives, Healthcare Power of Attorney, Living Trusts, Long term care insurance, Long Term Care Planning, Nursing Home Expenses, Planning for Minor Children, Pour-Over Will, Probate, Probate avoidance, Spouse, Tax exemption, Trustee, Trusts, Wills Tagged With: American Academy of Estate Planning Attorneys, Asset Protection, Blended Families, Division of Assets, elder law, estate administration, estate planning, Estate Taxes, Free Estate Planning Seminars, Funding, Guardianship, Incapacity Planning, Inheritance Planning, Legacy Planning, Living Wills, Maryland, Medicaid, Medical Directive, Powers of Attorney, Privacy, Register of Wills

Access to Digital Information

December 23, 2014 by Sinclair Prosser Gasior

We can all agree that we currently live in the Digital Age.  We have seen the Stone Age, the Industrial Age, the Modern Age and now … the Digital Age.  The Digital Age has a lot of benefits: paperless access to important documents, instant communication, immediate photo development, keyless access to home and automobiles, and countless other conveniences.  However, the Digital Age also presents … [Read more...] about Access to Digital Information

Filed Under: Estate Administration, Estate Planning Tagged With: Asset Protection, Digital Access, Digital Age, Digital Assets, Docubank, Docubank.com, Executor, Incapacity Planning, Inheritance Planning, passwords, Privacy, user names

Access to Digital Information (Audio)

December 23, 2014 by Sinclair Prosser Gasior

  "Access to Digital Information" by Attorney Colleen Sinclair Prosser … [Read more...] about Access to Digital Information (Audio)

Filed Under: Estate Administration, Estate Planning Tagged With: Asset Protection, Digital Age, Digital Assets, Docubank, Executor, identification, Incapacity Planning, passwords, Privacy, Security, user names, www.Docubank.com

End of the Year Reminders (Audio)

December 16, 2014 by Sinclair Prosser Gasior

  "End of the Year Reminders" by Attorney Brooke J. Shemer … [Read more...] about End of the Year Reminders (Audio)

Filed Under: Charitible, Estate Administration, Estate Planning, Estate Tax, Individual Retirement Accounts (IRAs) Tagged With: annual gift exclusion, Charitable Giving, Congress, Gifting, IRA Charitable rollover provision, Law Changes, Maryland Estate Tax exemption, minimum distribution, Philanthropy, Tangible property

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

Administering Special Needs Trusts (Audio)

December 9, 2014 by Sinclair Prosser Gasior

   "Administering Special Needs Trusts" by Attorney J. J. Gasior … [Read more...] about Administering Special Needs Trusts (Audio)

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

What Do I Do With My Estate Plan When Moving In or Out of the State

December 4, 2014 by Sinclair Prosser Gasior

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

Filed Under: Estate Plan Review, Estate Planning, Estate Tax, Healthcare Directives, Healthcare Power of Attorney, Trusts, Wills Tagged With: Estate Taxes, Financial Power of Attorney, http://members.aaepa.com/member-listing.aspx, Inheritance Tax, Living Wills, Medical Directive, Powers of Attorney

What Do I Do With My Estate Plan When Moving In or Out of the State

December 3, 2014 by Sinclair Prosser Gasior

  "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

Filed Under: Estate Plan Review, Estate Planning, Estate Tax, Healthcare Directives, Healthcare Power of Attorney, Trusts Tagged With: Estate Taxes, Financial Power of Attorney, Incapacity Planning, Inheritance Tax, Law Changes, Living Wills, Medical Directive, Powers of Attorney

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

The American Academy of Estate Planning Attorneys

November 21, 2014 by Sinclair Prosser Gasior

  The attorneys at Sinclair Prosser Gasior are members of the American Academy of Estate Planning Attorneys.  “The Academy” as it is commonly known,  is a group of attorneys dedicated to helping families plan their estate, preserve their assets and eventually distribute their wealth.  The Members of the Academy meet every six months to stay connected and educated on the latest estate planning … [Read more...] about The American Academy of Estate Planning Attorneys

Filed Under: Elder Law, Estate Administration, Estate Planning, Estate Tax, Long Term Care Planning, Nursing Home Expenses Tagged With: American Academy of Estate Planning Attorneys, asset management, Asset Protection, Estate Taxes, Ethical issues, Federal Estate Tax, Free Estate Planning Seminars, Incapacity Planning, nursing home expenses, wpdiary.net/sinclairprosserlaw, www.aaepa.com

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Testimonials

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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