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Sinclair Prosser Gasior

Annapolis Estate Planning Attorneys

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Home / Archives for Estate Planning

“What is Probate?” (Audio)

March 27, 2014 by Sinclair Prosser Gasior

  "What is Probate" by Attorney Brooke J. Shemer … [Read more...] about “What is Probate?” (Audio)

Filed Under: Beneficiary Designations, Estate Administration, Estate Planning, Intestate, Planning for Minor Children, Probate, Probate avoidance, Trusts Tagged With: Asset Protection, estate administration, Estate Plan, Inheritance Planning, planning for minor children, probate, Register of Wills, Special Needs Planning

Listen to “Your Estate Matters” tomorrow morning (Tuesday) @ 8:50 a.m. on WNAV Radio

March 24, 2014 by Sinclair Prosser Gasior

  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 "What is Probate?" by Attorney Brooke J. Shemer. … [Read more...] about Listen to “Your Estate Matters” tomorrow morning (Tuesday) @ 8:50 a.m. on WNAV Radio

Filed Under: Beneficiary Designations, Estate Administration, Estate Planning, Planning for Minor Children, Probate, Probate avoidance Tagged With: Executor, Inheritance Planning, Register of Wills, Revocable Living Trust

“Leaving a Lasting Legacy with a Family Wealth Trust”

March 20, 2014 by Sinclair Prosser Gasior

What is “wealth?” Upon hearing this question, your thoughts might run first to material possessions: money, real estate, and other assets. However, when you really think about it, your true wealth is much more than just your accumulated assets. It encompasses the financial and the non-financial, and many people would argue that the most important elements of true wealth are all those things that … [Read more...] about “Leaving a Lasting Legacy with a Family Wealth Trust”

Filed Under: Estate Planning Tagged With: American Academy of Estate Planning Attorneys, Family Access Trust, Family Sentry Trust, Family Wealth Trust, Inheritance Planning, Legacy Planning, Wealth

A Definition of Five Special Needs Trusts

March 14, 2014 by Sinclair Prosser Gasior

There are many types of Special Needs Trusts but the following are the Five most common. When you set up your estate plan, whether it is a Last Will and Testament or a Revocable Living Trust, it is important to give consideration to a family member or members who are receiving government benefits, such as Social Security Income, Medicaid, Housing Benefits or Financial Aide.  This includes a … [Read more...] about A Definition of Five Special Needs Trusts

Filed Under: Beneficiary Designations, Estate Planning, Special Needs Trust Tagged With: (c)(2)B(iv) Trust, D4(a) Trust, D4(c) Trust, Estate Plan, Estate Planning Documents, Financial Aide, Gifting, Housing Benefits, Medicaid, Social Security Income, Special Needs Planning, Special Needs Trusts

“A Definition of Five Special Needs Trusts” (Audio) YOUR ESTATE MATTERS

March 13, 2014 by Sinclair Prosser Gasior

  "A Definition of Five Special Needs Trusts" by Attorney Colleen Sinclair Prosser … [Read more...] about “A Definition of Five Special Needs Trusts” (Audio) YOUR ESTATE MATTERS

Filed Under: Beneficiary Designations, Estate Planning, Living Trusts, Special Needs Trust, Trusts, Wills Tagged With: (c)(2)B(iv) Trust, D4(a), D4(c), Financial Aide, Gifting, Government Benefits, Housing Benefits, Medicaid, Revocable Living Trust, Social Security Income, Special Needs Child, Special Needs Planning, Special Needs Trusts

Do I Need Long Term Care Insurance?

March 11, 2014 by Sinclair Prosser Gasior

  Health care reform is one of the biggest topics in the news lately but Americans buy a whole range of insurance products these days. Car insurance, homeowner’s insurance, health, dental, life insurance, even pet health insurance.  It is important to also examine another insurance product out there: Long term care insurance. Assisted living and nursing home care is something that most people do … [Read more...] about Do I Need Long Term Care Insurance?

Filed Under: Elder Law, Estate Planning, Long term care insurance, Long Term Care Planning, Nursing Home Expenses Tagged With: Alzheimers, Asset Protection, assisted living adult daycare, Estate Planning Goals, Estate Planning Questions, Home Health Care, Hospice Care, Incapacity Planning, long term care, Medicaid, Medicare, nursing home, respite care, WNAV Radio http://www.wnav.com

Why Should I Have My Estate Plan Reviewed Every Five Years?

February 27, 2014 by Sinclair Prosser Gasior

  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?

Filed Under: Beneficiary Designations, Estate Administration, Estate Plan Review, Estate Planning, Estate Tax, Healthcare Directives, Healthcare Power of Attorney, Individual Retirement Accounts (IRAs), Living Trusts, Planning for Minor Children, Trustee, Wills Tagged With: Asset Protection, Blended Families, Estate Taxes, Financial Power of Attorney, Funding, Incapacity Planning, Inheritance Planning, Law Changes, Living Wills, Powers of Attorney, Revocable Living Trust, Singles, Special Needs Planning

Why Should I Have My Estate Plan Reviewed Every Five Years? (Audio)

February 25, 2014 by Sinclair Prosser Gasior

  "Why Should I Have My Estate Plan Reviewed Every Five Years?" by Attorney Brooke J. Shemer … [Read more...] about Why Should I Have My Estate Plan Reviewed Every Five Years? (Audio)

Filed Under: Beneficiary Designations, Divorce Protection, Estate Planning, Estate Tax, Healthcare Directives, Healthcare Power of Attorney, Special Needs Trust, Trustee, Trusts, Wills Tagged With: Asset Protection, Blended Families, Estate Taxes, Financial Power of Attorney, Funding, Inheritance Planning, Medical Directive, Revocable Living Trust, Special Needs Planning

Listen to “Your Estate Matters” tomorrow morning (Tuesday) @ 8:50 a.m. on WNAV Radio

February 24, 2014 by Sinclair Prosser Gasior

    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

Filed Under: Estate Plan Review, Estate Planning

“What to Expect When You Receive an Inheritance”

February 21, 2014 by Sinclair Prosser Gasior

  Who hasn’t daydreamed about what they’d do with an inheritance? We imagine a sudden windfall from a long-lost relative and think about the new car we’d buy, the long vacation we’d take, or the beautiful new home we’d move into. In reality, inheriting money can be a little more complicated, and it can give rise to unanticipated questions and concerns. Here are answers to four common concerns … [Read more...] about “What to Expect When You Receive an Inheritance”

Filed Under: Estate Administration, Estate Planning, Income Tax Tagged With: American Academy of Estate Planning Attorneys, Disclaimer, Inheritance Planning

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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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