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Sinclair Prosser Gasior

Annapolis Estate Planning Attorneys

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Home / Archives for Estate Planning

“Casey Kasem – A Victim of Elder Abuse?”

August 22, 2014 by Sinclair Prosser Gasior

  Many of you are familiar with the name Casey Kasem. His voice brings about memories of American Top 40 radio and pop culture through the decades. Unfortunately, that name now conjures images of court battles, nursing homes, and a family torn apart. Prior to his passing, Casey Kasem’s health deteriorated due to the ill-effects of dementia. The story that ensued is a tragic one and one that can … [Read more...] about “Casey Kasem – A Victim of Elder Abuse?”

Filed Under: Elder Law, Estate Planning, Healthcare Directives, Healthcare Power of Attorney, Living Trusts, Trusts Tagged With: elder law, Estate Plan, estate planning, Estate Planning Attorney, Estate Planning Documents, Guardianship, Incapacity Planning, Living Wills, Medical Directive, National Center on Elder Abuse - Administration on Aging, Powers of Attorney, Revocable Living Trust, WNAV Radio http://www.wnav.com

“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

Who is Responsible to Pay the Debt of a Deceased Loved One?

August 15, 2014 by Sinclair Prosser Gasior

  If you've helped settle an estate before or even sorted through the belongings of a deceased love one, you're probably familiar with the debt that continues to accrue following their death.  Recent medical expenses and credit card bills are common, and children handling a parent’s estate are often concerned that they are responsible for paying this debt. Family members are generally not … [Read more...] about Who is Responsible to Pay the Debt of a Deceased Loved One?

Filed Under: Beneficiary Designations, Estate Administration, Estate Planning, Income Tax, Nursing Home Expenses, Probate, Property Taxes Tagged With: Credit Card Debt, estate administration, Estate Debt, estate planning, Estate Planning Attorney, Executor, income taxes, Medical expenses, property taxes

Why Traditional Estate Planning May Not Be the Answer

August 8, 2014 by Sinclair Prosser Gasior

   Most estate planning lawyers, accountants, and financial advisors in the field of traditional estate planning are taught only two things: protect the clients’ material wealth from the evils of probate and taxes.  Now let me ask you, just as a reality check, how do most people actually plan their estates?  In our experience, they either do nothing or they create a simple Will, to look after a … [Read more...] about Why Traditional Estate Planning May Not Be the Answer

Filed Under: Divorce Protection, Estate Administration, Estate Planning, Healthcare Directives, Healthcare Power of Attorney, Legacy Wealth Plan, Planning for Minor Children, Probate, Taxes, Trusts, Wills Tagged With: Asset Protection, Blended Families, Division of Assets, Family Access Trust, Family Sentry Trust, Family Wealth Trust, Incapacity Planning, Inheritance Planning, Legacy Planning, Living Wills, Powers of Attorney, Revocable Living Trust

What is Legacy Wealth Planning? (Audio)

August 8, 2014 by Sinclair Prosser Gasior

   "What is Legacy Wealth Planning?" by Attorney Nicole Livingston … [Read more...] about What is Legacy Wealth Planning? (Audio)

Filed Under: Divorce Protection, Estate Planning, General, Living Trusts, Trusts Tagged With: Asset Protection, Family Access Trust, Family Sentry Trust, Family Wealth Trust, Incapacity Planning, Inheritance Planning, Legacy Planning, Medical Directive, Special Needs Planning

The Importance of Funeral Pre-Planning

August 7, 2014 by Sinclair Prosser Gasior

  The importance of funeral pre-planning is often ignored. No one likes to think about death or making final arrangements for themselves or a loved one.  However, pre-planning your funeral may be one of the biggest comforts you can give your family at the time of your death.  When deciding whether or not pre-planning your funeral is right for you, there are three important factors to take into … [Read more...] about The Importance of Funeral Pre-Planning

Filed Under: Estate Planning, Funeral Planning, Life Insurance Tagged With: Cremation, Funeral life Insurance Policy, The Maryland Cremation Society

Funeral Preplanning (Audio)

July 29, 2014 by Sinclair Prosser Gasior

  "Funeral Preplanning" by Attorney Colleen Sinclair Prosser … [Read more...] about Funeral Preplanning (Audio)

Filed Under: Estate Planning, Funeral Planning, Joint Tenancy, Life Insurance, Living Trusts, Trusts, Wills Tagged With: Funeral Expenses, Funeral LIfe Insurance, http://www.cremationservicesmaryland.com/, Powers of Attorney, Revocable Living Trust

Beneficiary Designations

July 21, 2014 by Sinclair Prosser Gasior

If you have an employer-sponsored retirement plan, life insurance policy, annuity, or other  retirement account, 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 checking or savings accounts. These accounts become known as payable on death, or transfer on death … [Read more...] about Beneficiary Designations

Filed Under: Beneficiary Designations, Estate Administration, Estate Planning, Planning for Minor Children, Probate, Probate avoidance Tagged With: Asset Protection, Retirement Planning

“Beneficiary Designations” (Audio)

July 18, 2014 by Sinclair Prosser Gasior

  "Beneficiary Designations" by Attorney Brooke J. Shemer … [Read more...] about “Beneficiary Designations” (Audio)

Filed Under: Beneficiary Designations, Estate Administration, Estate Planning, Life Insurance, Probate, Wills Tagged With: Annuity, Asset Protection, brokerage account, certificates of deposit, checking account, Incapacity Planning, mutual fund, Payable on death, retirement account, savings account, Transfer on death

Medical Assistance Spend Down Process (Audio)

July 9, 2014 by Sinclair Prosser Gasior

"Medical Assistance Spend Down Process" by Attorney Nicole Livingston … [Read more...] about Medical Assistance Spend Down Process (Audio)

Filed Under: Elder Law, Estate Planning, Long term care insurance, Long Term Care Planning, Nursing Home Expenses Tagged With: Asset Protection, Community Spouse Resource Allowance, Incapacity Planning, Medicaid, Medical Assistance, spend down

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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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