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Considerations When Making Beneficiary Designations
One do-it-yourself estate planning strategy is to make beneficiary designations on your bank accounts. The benefit of beneficiary designated accounts is that they go to whom you name at the time of your death with little more than a death certificate and proof of identification. This is an option that is often implemented to avoid probate. In our firm, we believe that the Revocable Living Trust … [Read more...] about Considerations When Making Beneficiary Designations
Estate Plans – Like Life – are Ever Changing
Once you set up your estate plan you can put it aside, pat yourself on the back and congratulate yourself for accomplishing an important step in securing your financial future and the future of your loved ones. However, every once in a while you will want to pull out your estate planning documents and review them. My rule of thumb is to review your plan with your attorney every five years. Some … [Read more...] about Estate Plans – Like Life – are Ever Changing
FAQ: Understanding Incapacity Planning (Part 1 of 2)
Incapacity planning is an estate planning technique that every adults needs if he or she wants to stay in control of medical decisions and finances; however, it’s often overlooked. Take a look at answers to the following frequently asked questions, to learn more. If you have any questions, or if you’d like to implement incapacity planning, contact an estate planning attorney. What types of … [Read more...] about FAQ: Understanding Incapacity Planning (Part 1 of 2)
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?
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!
Things to Consider Before Starting Your Estate Plan
During the process of creating your estate plan, you will be forced to make difficult decisions. It’s important to take the time to think about your decisions carefully. Take a look a look at the following list so that you know what you’ll need to consider before starting your estate plan. If you have any questions, please consult with an estate planning attorney. What do you want to … [Read more...] about Things to Consider Before Starting Your Estate Plan
What Can a Revocable Living Trust Do?
Many people consider implementing Revocable Living Trusts into their estate plan. Are you considering including this estate planning tool? Take a look at the information below to learn some of the benefits of creating a trust. If you have any questions or if you wish to create a trust, consult with a qualified estate planning attorney. A trust can be used during your lifetime and after … [Read more...] about What Can a Revocable Living Trust Do?
The Six Documents of a Comprehensive Estate Plan
Estate planning is one place in life where you have the power to alter the outcome. Taking the time to decide who, when and how your money will be handled and who will manage your health care when you are unable to make those decisions for yourself are important choices that you have the power to make. A well-rounded estate plan includes six documents: a Revocable Living Trust, General Durable … [Read more...] about The Six Documents of a Comprehensive Estate Plan
