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Sinclair Prosser Gasior

Annapolis Estate Planning Attorneys

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Home / Archives for Living Trusts

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

“Ten Essential Estate Planning Facts” – Audio

May 15, 2014 by Sinclair Prosser Gasior

  "Ten Essential Estate Planning Facts" by Attorney Nicole Livingston … [Read more...] about “Ten Essential Estate Planning Facts” – Audio

Filed Under: Beneficiary Designations, Charitible, Divorce Protection, Estate Planning, Estate Tax, Healthcare Directives, Healthcare Power of Attorney, Living Trusts, Pet planning, Planning for Minor Children, Probate, Probate avoidance, Special Needs Trust, Taxes, Trustee, Trusts, Wills Tagged With: American Academy of Estate Planning Attorneys, American Academy of Estate Planning Attorneys http/www.aaepa.com, Asset Protection, Blended Families, Charitable Giving, College Planning, Comprehensive Estate Plan, Digital Assets, Estate Plan, estate planning, Estate Planning Attorney, Estate Planning Checklist, Estate Planning Documents, Estate Planning Goals, Estate Taxes, Funding, Gifting, Incapacity Planning, Inheritance Planning, Inheritance Tax, Law Changes, Legacy Planning, Medical Directive, Privacy, Revocable Living Trust, Singles, Special Needs Planning, WNAV Radio http://www.wnav.com

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

April 14, 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 "Helping Your Parents Through the Twilight Years" by Attorney Nicole Livingston. … [Read more...] about Listen to “Your Estate Matters” tomorrow morning (Tuesday) @ 8:50 a.m. on WNAV Radio

Filed Under: Elder Law, Estate Planning, Living Trusts, Long Term Care Planning, Trustee Tagged With: American Academy of Estate Planning Attorneys, Asset Protection, Incapacity Planning, Inheritance Planning, Legacy Planning, Revocable Living Trust

Trustee, Executor, Power of Attorney: Who You Choose Can Make a Difference

April 11, 2014 by Sinclair Prosser Gasior

When you create an estate plan, you choose people to make decisions for you, such as agents, guardians, executors, or trustees. Often, people do not give much thought to those decisions, just naming their oldest child or whoever pops into their mind. The choices for these roles are perhaps the most important decisions to make. Good choices can help to ensure your wishes are carried out while bad … [Read more...] about Trustee, Executor, Power of Attorney: Who You Choose Can Make a Difference

Filed Under: Estate Administration, Estate Planning, Healthcare Directives, Healthcare Power of Attorney, Living Trusts, Long Term Care Planning, Personal Representative, Planning for Minor Children, Trustee Tagged With: Executor, Financial Power of Attorney, Guardianship, Health Care Power of Attorney, Incapacity Planning, Living Trust, Living Wills, Medical Directive, Medical Power of Attorney, personal representative, Powers of Attorney, Register of Wills, Testamentary Trust, trustee

“What is Probate?” by Attorney Brooke Shemer

March 28, 2014 by Sinclair Prosser Gasior

  Many people ask what is involved when there is a probate estate.  Probate is the process of gathering and distributing a person's assets after death. If the individual died with a will, the will must be filed with the Register of Wills. Property owned by the decedent must be inventoried and appraised. Only assets owned solely in the decedent's name, as well as property owned jointly as tenants … [Read more...] about “What is Probate?” by Attorney Brooke Shemer

Filed Under: Beneficiary Designations, Estate Administration, Estate Planning, Living Trusts, Planning for Minor Children, Probate, Probate avoidance, Trusts, Wills Tagged With: Asset Protection, Assets, Inheritance Planning, planning for minor children, probate, Register of Wills, Special Needs Planning, trusts, wills

“A Definition of Five Special Needs Trusts” (Audio) YOUR ESTATE MATTERS

March 13, 2014 by Sinclair Prosser Gasior

  "A Definition of Five Special Needs Trusts" by Attorney Colleen Sinclair Prosser … [Read more...] about “A Definition of Five Special Needs Trusts” (Audio) YOUR ESTATE MATTERS

Filed Under: Beneficiary Designations, Estate Planning, Living Trusts, Special Needs Trust, Trusts, Wills Tagged With: (c)(2)B(iv) Trust, D4(a), D4(c), Financial Aide, Gifting, Government Benefits, Housing Benefits, Medicaid, Revocable Living Trust, Social Security Income, Special Needs Child, Special Needs Planning, Special Needs Trusts

Why Should I Have My Estate Plan Reviewed Every Five Years?

February 27, 2014 by Sinclair Prosser Gasior

  Many of the clients I meet with already have a will, trust, and power of attorney. Some have had their plans in place since the 90's or earlier, while others set up their plan only five or ten years ago.  Clients often come back to review their estate planning documents, and are encouraged to do so.  I like to review an estate plan every five years.  Often times, family circumstances have … [Read more...] about Why Should I Have My Estate Plan Reviewed Every Five Years?

Filed Under: Beneficiary Designations, Estate Administration, Estate Plan Review, Estate Planning, Estate Tax, Healthcare Directives, Healthcare Power of Attorney, Individual Retirement Accounts (IRAs), Living Trusts, Planning for Minor Children, Trustee, Wills Tagged With: Asset Protection, Blended Families, Estate Taxes, Financial Power of Attorney, Funding, Incapacity Planning, Inheritance Planning, Law Changes, Living Wills, Powers of Attorney, Revocable Living Trust, Singles, Special Needs Planning

Planning Your Estate With Privacy in Mind

January 23, 2014 by Sinclair Prosser Gasior

  If you are concerned about keeping the details of your estate plan private, a Trust is a better alternative than a Will.  Would you be surprised to find out that after you pass away, your Will is filed with your local probate court, and your probate file is open to the public? Anyone who is curious can walk into the courthouse, ask to see your file, and peruse the pages of your Will. In … [Read more...] about Planning Your Estate With Privacy in Mind

Filed Under: Beneficiary Designations, Estate Administration, Estate Planning, Living Trusts, Probate, Probate avoidance, Trustee, Wills Tagged With: American Academy of Estate Planning Attorneys, American Academy of Estate Planning Attorneys http/www.aaepa.com, Charitable Giving, Guardianship, Inheritance Planning, Privacy, Revocable Living Trust

“Planning Your Estate With Privacy in Mind” (Audio)

January 22, 2014 by Sinclair Prosser Gasior

  "Planning Your Estate With Privacy in Mind" by Attorney Nicole Livingston   … [Read more...] about “Planning Your Estate With Privacy in Mind” (Audio)

Filed Under: Estate Administration, Estate Planning, Living Trusts, Probate, Trustee, Trusts Tagged With: American Academy of Estate Planning Attorneys, Estate Plan, Estate Planning Questions, Privacy, Private, Revocable Living Trust, Revocable Living Trust Benefits, WNAV Radio http://www.wnav.com

Who Should Attend an Estate Planning Seminar?

January 10, 2014 by Sinclair Prosser Gasior

Many of you know the name Sinclair Prosser Gasior and have seen our orange flyer through your mailbox or newspaper announcing our free estate planning seminars.   Maybe you have read our articles in a magazine, heard us on the radio, or follow us on Facebook.  We love referrals and possibly a family member or neighbor has recommended our law firm to you after completing their own estate … [Read more...] about Who Should Attend an Estate Planning Seminar?

Filed Under: Estate Planning, Estate Tax, Healthcare Directives, Joint Tenancy, Living Trusts, Long Term Care Planning, Nursing Home Expenses, Planning for Minor Children, Probate, Probate avoidance, Taxes, Trustee, Trusts, Wills Tagged With: Estate Taxes, Free Estate Planning Seminars, Incapacity Planning, Inheritance Planning, Inheritance Tax, Living Wills, Powers of Attorney, Revocable Living Trust, Singles

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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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