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Sinclair Prosser Gasior

Annapolis Estate Planning Attorneys

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Home / Archives for Estate Tax

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

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

Robin Williams’ Estate Plan

October 15, 2014 by Sinclair Prosser Gasior

  Robin Williams' untimely death came as a shock to the world this past August.  As devastating as an unexpected, sudden death can be for the family, the need to settle the estate only adds to the stress of an already overwhelming situation. However, having an estate plan in place reduces the uncertainty and unknowns for the grieving family members, since the deceased person has already documented … [Read more...] about Robin Williams’ Estate Plan

Filed Under: Beneficiary Designations, Estate Administration, Estate Planning, Estate Tax, Irrevocable Trusts, Living Trusts, Probate, Probate avoidance, Trusts, Wills Tagged With: Asset Protection, Attorney Brooke Shemer, Beneficiaries, Estate Taxes, Executor, Inheritance Planning, Irrevocable Trust, Legacy Planning, Privacy, probate, Real Estate, Register of Wills, Revocable Living Trust, Robin Williams, SinclairProsserLaw.com, Will

Portability in Estate Planning

September 15, 2014 by Sinclair Prosser Gasior

  Portability was introduced under the American Taxpayer Relief Act of 2012 and is effective for married persons dying on or after January 1, 2011. It has the potential to save you greatly in estate taxes, but you must act quickly if you intend to make a portability election. Here is some background: Currently, the federal estate and gift tax exclusions are unified at 5.34 Million Dollars, … [Read more...] about Portability in Estate Planning

Filed Under: Estate Administration, Estate Planning, Estate Tax, Gift Tax, Living Trusts, Spouse, Tax exemption, Taxes Tagged With: American Taxpayer Relief Act of 2012, Asset Protection, estate tax return, Estate Taxes, Exemption, Federal Estate Tax, gift tax exclusion, Gifting, Inheritance Tax, Portability

“Portability in Estate Planning” (Audio)

September 12, 2014 by Sinclair Prosser Gasior

  "Portability in Estate Planning" by Attorney Brooke J. Shemer … [Read more...] about “Portability in Estate Planning” (Audio)

Filed Under: Estate Planning, Estate Tax, Gift Tax Tagged With: American Taxpayer Relief Act of 2012, estate administration, estate planning, Estate Taxes, Exemption, Federal Estate Tax, federal estate tax exclusion, Federal Estate Tax Portability Law, gift tax exclusion, Gifting, Portability

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

June 16, 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 "Do I Need an Estate Plan?" by Attorney Brooke Shemer. … [Read more...] about Listen to “Your Estate Matters” tomorrow morning (Tuesday) @ 8:50 a.m. on WNAV Radio

Filed Under: Divorce Protection, Estate Administration, Estate Planning, Estate Tax, General, Healthcare Directives, Intestate, Planning for Minor Children, Probate, Probate avoidance, Wills Tagged With: Blended Families, College Planning, Digital Assets, Division of Assets, Estate Taxes, Executor, Funding, Gifting, Inheritance Planning, Legacy Planning, Living Wills, Powers of Attorney, Singles, Special Needs Planning

The Dangers of Do-It-Yourself Estate Planning

June 11, 2014 by Sinclair Prosser Gasior

Why do people try “do it yourself” estate planning, knowing in the back of their mind that it may not work? Well people see the upfront cost of doing their planning that way as very attractive to them. However, they often do not think about the total cost to their families if their “DIY” planning does not work. Often times when I meet clients for the first time they show me their current wills … [Read more...] about The Dangers of Do-It-Yourself Estate Planning

Filed Under: Divorce Protection, Estate Administration, Estate Planning, Estate Tax, Probate, Taxes Tagged With: Asset Protection, Inheritance Planning, Inheritance Tax

The Danger of Do It Yourself Estate Planning (Audio)

June 5, 2014 by Sinclair Prosser Gasior

  "The Danger of Do-It-Yourself Estate Planning" by Attorney Jon J. Gasior … [Read more...] about The Danger of Do It Yourself Estate Planning (Audio)

Filed Under: Divorce Protection, Estate Administration, Estate Planning, Estate Tax, Probate, Taxes Tagged With: Blended Families, Estate Taxes, Guardianship, Inheritance Planning, Inheritance Tax

Maryland Estate Tax Exemption Raised

May 16, 2014 by Sinclair Prosser Gasior

  On May 15, 2014, Governor O’Malley signed a bill that will raise the Maryland estate tax exemption.  The General Assembly passed the legislation this session and there was much anticipation as to whether the governor would sign the bill. Currently, the state estate exemption is One Million Dollars in Maryland.  This means that if you pass away with less than One Million Dollars of assets, you … [Read more...] about Maryland Estate Tax Exemption Raised

Filed Under: Beneficiary Designations, Estate Administration, Estate Planning, Estate Tax, Living Trusts, Tax exemption, Tax Relief, Taxes, Trusts Tagged With: Estate Taxes, Gifting, Governor O'Malley, Inheritance Planning, Inheritance Tax, Maryland Estate Tax, Maryland Estate Tax exemption, Maryland Inheritance Tax, Revocable Living Trust, Tax Planning

10 Essential Estate Planning Facts

May 16, 2014 by Sinclair Prosser Gasior

  “You may delay, but time will not,” Benjamin Franklin. Everyone knows that they need an estate plan, but few of us do anything about it. In fact, according to a 2007 study, more than 55% of Americans don’t even have a simple Will.  And yet, the clock is ticking for all of us. So why don’t more of us actually put together an estate plan?  For some, it’s a morbid fear that by thinking about death, … [Read more...] about 10 Essential Estate Planning Facts

Filed Under: Beneficiary Designations, Divorce Protection, Estate Planning, Estate Tax, Healthcare Directives, Healthcare Power of Attorney, Joint Tenancy, Living Trusts, Pet planning, Planning for Minor Children, Probate, Probate avoidance, Special Needs Trust, Trusts, Wills Tagged With: American Academy of Estate Planning Attorneys, American Academy of Estate Planning Attorneys http/www.aaepa.com, Asset Protection, Blended Families, Comprehensive Estate Plan, Estate Plan, estate planning, Estate Planning Attorney, Estate Taxes, Funding, Incapacity Planning, Inheritance Planning, Law Changes, Legacy Planning, Living Wills, Powers of Attorney, Privacy, Revocable Living Trust Benefits, Same Sex Couples, Singles, Special Needs Planning, Wills and Trusts, WNAV Radio http://www.wnav.com, wpdiary.net/sinclairprosserlaw

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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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