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Sinclair Prosser Gasior

Annapolis Estate Planning Attorneys

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Home / Archives for Estate Tax

Resigister TODAY for Free Estate Planning Seminars scheduled for next week!

January 7, 2014 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 Resigister TODAY for Free Estate Planning Seminars scheduled for next week!

Filed Under: Estate Administration, Estate Planning, Estate Tax, Healthcare Directives, Joint Tenancy, Living Trusts, Long Term Care Planning, Planning for Minor Children, Probate, Probate avoidance, Taxes, Trustee, Trusts, Wills Tagged With: Blended Families, Comprehensive Estate Plan, Estate Plan, estate planning, Estate Planning Documents, Estate Planning Goals, Estate Plans that Work, Estate Taxes, Free Estate Planning Seminars, Incapacity Planning, Inheritance Planning, Living Wills, Medical Directive, Powers of Attorney, Revocable Living Trust, Singles, Special Needs Planning, Wills and Trusts, www.sinclairprosser

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

January 6, 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 "Who Should Attend an Estate Planning Seminar?" by Attorney Colleen Sinclair Prosser … [Read more...] about Listen to “Your Estate Matters” tomorrow morning (Tuesday) @ 8:50 a.m. on WNAV Radio

Filed Under: Divorce Protection, Estate Planning, Estate Tax, Healthcare Directives, Joint Tenancy, Living Trusts, Planning for Minor Children, Pour-Over Will, Probate, Probate avoidance, Trustee, Trusts, Wills Tagged With: Estate Taxes, Incapacity Planning, Inheritance Planning, Inheritance Tax, Living Wills, Medical Directive, Powers of Attorney, Revocable Living Trust, Singles, WNAV Radio http://www.wnav.com, wpdiary.net/sinclairprosserlaw

American Academy of Estate Planning Attorneys – Highlights of Fall Summit

December 20, 2013 by Sinclair Prosser Gasior

  Recently I attended the Fall Summit of the American Academy of Estate Planning Attorneys.  Legal experts from around the country presented valuable information on many topics that are common concerns for our clients.  Some areas discussed,  that I found extremely valuable, were: The Federal Estate Tax Portability Law: This law allows a surviving spouse to elect to use the deceased … [Read more...] about American Academy of Estate Planning Attorneys – Highlights of Fall Summit

Filed Under: Estate Administration, Estate Planning, Estate Tax, Gift Tax, Taxes Tagged With: American Academy of Estate Planning Attorneys, American Academy of Estate Planning Attorneys http/www.aaepa.com, Defense of Marriage Act (DOMA), estate planning, Estate Taxes, Federal Esate Tax Portability Law, Gifting, Incapacity Planning, Law Changes, Trust Administration, WNAV Radio http://www.wnav.com

The American Academy of Estate Planning Attorneys – Fall Summit Review (Audio)

December 19, 2013 by Sinclair Prosser Gasior

  "The American Academy of Estate Planning Attorneys Fall Summit Review" by Attorney Colleen Sinclair Prosser … [Read more...] about The American Academy of Estate Planning Attorneys – Fall Summit Review (Audio)

Filed Under: Estate Planning, Estate Tax, Gift Tax, Wills Tagged With: American Academy of Estate Planning Attorneys, American Academy of Estate Planning Attorneys http/www.aaepa.com, Incapacity Planning, Same Sex Married Couples, The Defense of Marriage Act (DOMA), The Federal Estate Portability Act

James Gandolfini’s Will: 3 Lessons in Estate Planning

December 13, 2013 by Sinclair Prosser Gasior

  This material was written by the American Academy of Estate Planning Attorneys and brought to you courtesy of Attorney Nicole Livingston When Sopranos star James Gandolfini died unexpectedly at the young age of 51, his estate plan sparked a media firestorm. Experts have scrutinized and criticized his plan, and news reports have covered its details. What led to this flurry of attention? The … [Read more...] about James Gandolfini’s Will: 3 Lessons in Estate Planning

Filed Under: Beneficiary Designations, Divorce Protection, Estate Administration, Estate Planning, Estate Tax, Living Trusts, Planning for Minor Children, Probate, Taxes, Trusts, Wills Tagged With: American Academy of Estate Planning Attorneys http/www.aaepa.com, Asset Protection, Estate Taxes, Inheritance Planning, Inheritance Tax, James Gandolfini, Revocable Living Trust

James Gandolfini’s Will: 3 Lessons in Estate Planning – Audio

December 11, 2013 by Sinclair Prosser Gasior

"James Gandolfini's Will: 3 Lessons in Estate Planning" by The American Academy of Estate Planning Attorneys, compliments of Attorney Nicole Livingston … [Read more...] about James Gandolfini’s Will: 3 Lessons in Estate Planning – Audio

Filed Under: Beneficiary Designations, Divorce Protection, Estate Administration, Estate Planning, Estate Tax, Living Trusts, Planning for Minor Children, Probate, Probate avoidance, Tax exemption, Taxes, Trusts, Wills Tagged With: Asset Protection, Estate Taxes, Inheritance Planning, Revocable Living Trust

Why Your Trust Shouldn’t Be Short and Sweet – Audio

November 26, 2013 by Sinclair Prosser Gasior

  Why Your Trust Shouldn't Be Short and Sweet by Attorney Nicole Livingston … [Read more...] about Why Your Trust Shouldn’t Be Short and Sweet – Audio

Filed Under: Beneficiary Designations, Estate Administration, Estate Planning, Estate Tax, Probate, Probate avoidance, Trustee, Trusts Tagged With: Asset Protection, Estate Taxes, Incapacity Planning, Inheritance Planning

The Importance of Using LIfe Insurance in an Estate Plan

November 25, 2013 by Sinclair Prosser Gasior

Life insurance is a unique asset.  Because of its tax-favored benefits, it can be used to solve some of life’s perplexing financial problems.  Most people regard life insurance as a “protective” asset, and it is indeed one of the very best assets to protect against potential losses.  But life insurance is also a major planning asset to develop and implement your financial and estate plan. When … [Read more...] about The Importance of Using LIfe Insurance in an Estate Plan

Filed Under: Estate Administration, Estate Planning, Estate Tax, Funeral Planning, Individual Retirement Accounts (IRAs), Life Insurance, Probate, Taxes Tagged With: Asset Protection, Estate Taxes, Executor, Inheritance Planning

Why Everyone Needs an Estate Plan

November 15, 2013 by Sinclair Prosser Gasior

  The following article was written by The American Academy of Estate Planning Attorneys, compliments of Attorney Nicole Livingston. Estate Planning  To many people, it sounds complicated and foreign, something only the wealthy or the elderly need to worry about. It is often not at the top of the priority list for single people or for young couples. Even parents with young children, who … [Read more...] about Why Everyone Needs an Estate Plan

Filed Under: Beneficiary Designations, Business Planning, Divorce Protection, Domestic Partners, Estate Planning, Estate Tax, Healthcare Directives, Living Trusts, Long Term Care Planning, Nursing Home Expenses, Planning for Minor Children, Probate, Probate avoidance, Trusts, Wills Tagged With: American Academy of Estate Planning Attorneys, Asset Protection, Blended Families, Funding, Gifting, Incapacity Planning, Inheritance Planning, Legacy Planning, Living Wills, Medical Directive, Powers of Attorney, Retirement Planning, Revocable Living Trust, Singles, Special Needs Planning

The Importance of Keeping Your Estate Plan Up To Date

November 8, 2013 by Sinclair Prosser Gasior

  Whether you have a Will or a Living Trust, it is important to review your estate plan periodically.  Because family circumstances, assets and laws change over time, your estate plan may be significantly affected.  A review also reacquaints you with the purpose of the documents and the choices you have in place.  Other reasons for possible changes to your estate plan are:   1)      Marriage.   … [Read more...] about The Importance of Keeping Your Estate Plan Up To Date

Filed Under: Beneficiary Designations, Business Planning, Business Succession Planning, Divorce Protection, Domestic Partners, Estate Administration, Estate Plan Review, Estate Planning, Estate Tax, Healthcare Directives, Living Trusts, Long Term Care Planning, Taxes, Wills Tagged With: Asset Protection, Estate Taxes, Incapacity Planning, Living Wills, Powers of Attorney, Revocable Living Trust, Singles, Special Needs Planning

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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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