"First Steps to Estate Planning" by Attorney Jon Gasior (Audio) I often get asked the question, "What are the first steps in estate planning and what should I bring to my initial consultation?" The real answer is we do not need you to bring all your financial and asset information to the first meeting. The initial meeting is just a conversation to get to know you, your concerns, and your … [Read more...] about First Steps to Estate Planning

In December, we hosted an online webinar on the Corporate Transparency Act (CTA). The presentation focused on the details of the Corporate Transparency Act and its reporting requirements. Recently, there has been an update to this new legislation.   In National Small Business v. Yellen, the U.S. District Court for the Northern District of Alabama ruled that the CTA exceeded Congress’ … [Read more...] about Update on the Corporate Transparency Act: Legal Challenges and Implications

"Living Wills and MOLST Forms" by Attorney Cristol Wagner (Audio) What is the difference between a Living Will and a MOLST form? This is one of the most common questions clients ask us when discussing Living Wills and their function as part of a comprehensive estate plan. A Living Will functions in conjunction with a Health Care Power of Attorney. In a Health Care Power of Attorney, you … [Read more...] about Living Wills and MOLST Forms

"Estate Planning for Women" by Attorney Melanie Marban (Audio) Estate planning shapes the legacy individuals leave behind for their loved ones. While both men and women engage in estate planning, it is essential to recognize the unique challenges and opportunities women face in this process. The dynamics of estate planning for women have evolved over time, reflecting shifts in societal norms, … [Read more...] about Estate Planning for Women

"Aligning Your Estate and Financial Plans" by Attorney Jon Gasior (Audio) When you meet with an estate planning attorney, the conversation will likely revolve around your assets and your goals for the future. Typically, clients have a few major concerns such as who will manage their affairs if they are unable, who will inherit when they pass away, tax avoidance strategies, and long term care … [Read more...] about Aligning Your Estate and Financial Plans

"Lessons from Taylor Swift" by Attorney Melanie Marban (Audio) Legacy planning involves determining how you want to be remembered and what impact you want to have on future generations. When it comes to celebrity estates, complexities arise due to the nature of their assets, including intellectual property rights, royalties, real estate, and valuable personal items. Taylor Swift's estate is no … [Read more...] about Lessons from Taylor Swift

"A Glimpse into the Estate Planning of J.R.R. Tolkien" by Attorney Beth Burgee (Audio) In the realm of estate planning, there are few estates as enchanting and enduring as that of J.R.R. Tolkien, the literary mastermind behind the beloved fantasy world of Middle Earth. The intricacies of managing the Tolkien estate serve as a fascinating case study for both fans of the iconic author and those … [Read more...] about A Glimpse into the Estate Planning of J.R.R. Tolkien

As proud supporters of the Alzheimer’s Association Greater Maryland Chapter, Sinclair Prosser Gasior (“Team SPG”) has set an ambitious goal of raising $15,000 for the Walk to End Alzheimer's in Annapolis on October 20, 2024. We are not only committed to safeguarding our clients' futures but we are also dedicated to contributing to the fight against Alzheimer's disease. The Walk to End … [Read more...] about Taking Strides Towards a World Without Alzheimer’s

The concept of simultaneous death arises in the field of estate planning and administration when two people, typically spouses, die at the same time, or within a short period of each other, and questions arise as to how to address their estates. The reality of a married couple dying simultaneously is extremely unlikely. However, it still occasionally causes legal issues and questions throughout … [Read more...] about What is Simultaneous Death?

In 2023, there were significant legal changes impacting the Maryland Achieving a Better Life Experience program, also known as the Maryland ABLE program. These updates have resulted in expanded access to the benefits of Maryland ABLE accounts for qualified individuals with disabilities. There is now an expanded list of people who may assist an individual with disabilities to open a Maryland ABLE … [Read more...] about Recent Updates to the Maryland ABLE Program