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Sinclair Prosser Gasior

Annapolis Estate Planning Attorneys

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Home / Archives for Estate Tax

Maryland Has Both an Estate and an Inheritance Tax (Audio)

November 24, 2015 by Sinclair Prosser Gasior

  "Maryland Estate and Inheritance Tax" by Attorney Nicole Livingston … [Read more...] about Maryland Has Both an Estate and an Inheritance Tax (Audio)

Filed Under: Estate Tax Tagged With: Estate Taxes, Inheritance Tax, Maryland Estate Tax, Maryland Inheritance Tax, Register of Wills, Unified Credit

Maryland Estate Tax Exemption To Increase in 2016

October 29, 2015 by Sinclair Prosser Gasior

     Pursuant to House Bill 739, Maryland Estate Tax - Unified Credit signed into law on Mary 15, 2014 by Maryland Governor Martin O'Malley, the Maryland estate tax exemption will gradually increase on an annual basis until it matches the federal estate tax exemption in 2019. To calculate whether or not your estate will owe a Maryland estate tax, you need to determine the fair market value of … [Read more...] about Maryland Estate Tax Exemption To Increase in 2016

Filed Under: Estate Tax Tagged With: federal exemption, Inheritance Tax, Maryland Estate Tax, Maryland Inheritance Tax, Register of Wills, Revocable Living Trust, Will

Maryland Estate and Inheritance Taxes (Audio)

October 28, 2015 by Sinclair Prosser Gasior

  "Maryland Estate and Inheritance Taxes" by Attorney Nicole Livingston … [Read more...] about Maryland Estate and Inheritance Taxes (Audio)

Filed Under: Estate Tax Tagged With: Inheritance Tax

The Ins and Outs of Gifting

July 27, 2015 by Sinclair Prosser Gasior

  Everyday I meet with families and we discuss the estate planning technique of gifting, which can be a valuable strategy to reduce estate taxes.  Gifting can be done on a limited basis or it can be done on a continuous basis as part of an overall plan to reduce estate taxes.  Either way it can be relatively easy. Most people have heard that you can give away $14,000 per year per person (this … [Read more...] about The Ins and Outs of Gifting

Filed Under: Estate Planning, Estate Tax, General Tagged With: Gifting

What Taxes Do I Need to Worry About When I Die?”

July 15, 2015 by Sinclair Prosser Gasior

  As an estate planning attorney, one of the biggest concerns of many of my clients is taxes. There is a lot of misconception about taxes, especially estate taxes, so let’s try to clear some of that up. There are a few taxes that you need to be concerned about when setting up your estate plan. There is a federal estate tax, state estate tax, state inheritance tax, and income tax considerations … [Read more...] about What Taxes Do I Need to Worry About When I Die?”

Filed Under: Estate Tax, Tax exemption Tagged With: Estate Taxes, Federal Estate Tax, Inheritance Tax, Maryland Estate Tax

What Taxes Do I Need To worry About When I Die?

July 14, 2015 by Sinclair Prosser Gasior

  "What Taxes Do I Need To Worry About When I Die" by Attorney Jon J. Gasior … [Read more...] about What Taxes Do I Need To worry About When I Die?

Filed Under: Estate Tax Tagged With: Estate Taxes

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

End of the Year Reminders

December 17, 2014 by Sinclair Prosser Gasior

  As we approach the end of the year, we become busy with holiday celebrations, visits with family and friends, and vacation.  Our to-do lists grow longer and many items and resolutions are pushed to the next year. However, it is important to keep in mind various deadlines, whose dates are not as flexible as some of our other goals. Minimum required distributions If you are age 70 ½ and … [Read more...] about End of the Year Reminders

Filed Under: Charitible, Estate Tax, Individual Retirement Accounts (IRAs), Taxes Tagged With: annual gift exclusion, Asset Protection, Charitable Giving, Gifting, Inheritance Planning, IRA charitable rollover provisiions, Maryland Estate Tax exemption, minimum required distributions, Tax Planning

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

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

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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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