During the estate planning process you and your estate planning attorney identify your goals, concerns, and needs; then, an estate plan is designed based upon the choices you make. The attorney drafts your estate planning documents based upon the results of this process; and, once you sign the documents, your estate plan is in place. Your estate plan is updated as time goes by to reflect changes … [Read more...] about Your Estate Plan is an Instruction Book
DOES YOUR EXECUTOR OR TRUSTEE UNDERSTAND THE DUTIES?
By choosing an executor and successor trustee when planning your estate, you will be able to have control over who is handling your final affairs. Choose trusted helpers who are trustworthy and reliable as well as fully capable of handling all of the duties. Take a look at the following information to better prepare for this decision. If you have any questions about how to choose a great executor … [Read more...] about DOES YOUR EXECUTOR OR TRUSTEE UNDERSTAND THE DUTIES?
Have You Considered All of Your Estate Planning Needs?
Estate planning is very beneficial because it allows you to plan for multiple needs. It’s important to think about your own personal needs as well as the needs of your loved ones. If you’re just getting started with your planning, take a look at the following information. If you have any questions about how certain estate planning tools work, meet with an estate planning attorney. Do you have … [Read more...] about Have You Considered All of Your Estate Planning Needs?
Estate Planning Checklist: Getting Your Affairs in Order (Part 2 of 2)
If you’re just getting started with your estate planning, you likely have a lot of concerns about how to get started with your affairs. You likely want to make sure that you have a full plan in place, so that you’re always protected. Take a look at the following information, to learn what documents and techniques you may want to consider. If you have any questions, or if you’d like to begin … [Read more...] about Estate Planning Checklist: Getting Your Affairs in Order (Part 2 of 2)
Estate Planning Checklist: Getting Your Affairs in Order (Part 1 of 2)
It can be confusing knowing where to begin when handling your estate planning affairs. If you’re wondering what documents and planning techniques you should utilize in your plan, take a look at the following checklist. This will help you to be better prepared for the future. If you have any questions, or if you’d like to begin your estate planning affairs, contact an estate planning … [Read more...] about Estate Planning Checklist: Getting Your Affairs in Order (Part 1 of 2)
Special Needs Trust
The best way to ensure that a disabled family member will be provided for after you are gone is to create a Special Needs Trust (SNT). The SNT is developed to manage resources while maintaining the individual’s eligibility for public assistance benefits. How is this done? Simply put, the family leaves whatever resources it deems appropriate to the SNT, which is managed by a trustee on behalf of … [Read more...] about Special Needs Trust
Yes or No: 4 Common Estate Planning Questions
Many people don’t fully understand the need for estate planning, or they have questions about the process. If you’re new to planning, it’s important to make sure that you fully understand your options, and that you plan correctly. Take a look at the following information, to learn more. If you have any questions, or if you’d like to discuss your estate planning needs, meet with an estate … [Read more...] about Yes or No: 4 Common Estate Planning Questions
Estate Planning: Give the Gift of an Experience
We all need a reminder once in awhile that estate planning is NOT just about the money. Often our clients ask how they should gift to their loved ones. We commonly set up trusts for charities, children, and grandchildren. In addition to passing along dollars, we emphasize the value of gifting an experience. For example, while you are alive and well, fund a trip to Yosemite National Park, Santa … [Read more...] about Estate Planning: Give the Gift of an Experience
Why a Long-Term Relationship with Your Estate Planning Attorney is So Important
A long-term relationship with your estate planning attorney is imperative for peace of mind for you and your family and for an estate plan that works. Estate planning is a life-long process which evolves as your life and the law both unfold. Melissa’s Peace of Mind Story Melissa and her husband, Joe, came into the law office for estate planning. They were a relatively young couple with two … [Read more...] about Why a Long-Term Relationship with Your Estate Planning Attorney is So Important
Sinclair Prosser Gasior – We're here for you!
Another year And we’re still here As we always plan to be As your resource To direct your course In preserving prosperity Should you want to establish A Will or a Trust Without hesitation The answer is us! In Trust Administration We minimize taxes To those who are aging Our guidance relaxes We’re experts at pre-nups; And post-nups, it’s true Business … [Read more...] about Sinclair Prosser Gasior – We're here for you!
