As a member of the American Academy of Estate Planning Attorneys, I must complete 36 hours of continuing legal education per year. This is important because in Maryland there is no requirement that attorneys obtain continuing education credits. Once an attorney passes the Bar, they never have to open a book again. With the changes in the laws that affect so many facets of our estate planning … [Read more...] about How do you know if you are working with qualified professionals?
Make Sure YOUR Estate Goes to the People You Love!
Instead of the IRS, Probate Court or a Nursing Home. Attend a FREE SEMINAR to Find Out How a Proper Estate Plan Can Benefit Your Family... ...Seating is limited so follow the link to reserve yours today! Seminars … [Read more...] about Make Sure YOUR Estate Goes to the People You Love!
What’s so bad about Probate?
Probate is a legal process in Maryland by which property in your individual name gets to your beneficiaries. You often hear that Probate is something to be avoided, but why? What’s so bad about Probate? In order to understand why you should avoid Probate, let me give you a brief summary of the requirements of opening an estate in Maryland. When a person dies in Maryland and he or she leaves … [Read more...] about What’s so bad about Probate?
Your Estate Matters (Audio)
Follow the link to listen to last nights broadcast of Your Estate Matters with Attorney Paula M. Mattson-Sarli SINCLAIR PROSSER 6 Paula Mattson 2-9-12. … [Read more...] about Your Estate Matters (Audio)
Make Sure YOUR Estate Goes to the People You Love!
Instead of the IRS, Probate Court or a Nursing Home. Attend a FREE SEMINAR to Find Out How a Proper Estate Plan Can Benefit Your Family... ...Seating is limited so follow the link to reserve yours today! https://spgasior.com/local/estate-planning-seminars.aspx. … [Read more...] about Make Sure YOUR Estate Goes to the People You Love!
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
Considerations about Joint Tenancy
Have you ever had a neighbor or a friend tell you to make it simple and just add your child's name to the deed of your house? When you die the home will pass automatically to the child without the need for probate. Well that is true. If you add your child to the title of your house as a joint tenant with rights of survivorship at your death, your home will immediately transfer to your child and … [Read more...] about Considerations about Joint Tenancy
Six Reasons Most People Need an Estate Plan – Part 2 of 2
If you haven’t yet taken the time to create an estate plan, you may assume that you don’t really need a plan. Many people incorrectly assume that a plan is not needed; but, the truth is, it is! Take a look at 3 more reasons why most people need an estate plan. If you have any questions, or if you’d like to commit to your estate plan affairs, contact an estate planning attorney. A plan makes … [Read more...] about Six Reasons Most People Need an Estate Plan – Part 2 of 2
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?
Common Ways to Avoid Probate without Formal Estate Planning
You have made decisions that will help you avoid probate without realizing it. These decisions are often made without consulting an attorney or an estate planner. If you decide to use the services of an attorney and/or estate planner make sure that you have discussed these was of distributing property outside of your estate with them. Life insurance – a term life insurance policy that is equal … [Read more...] about Common Ways to Avoid Probate without Formal Estate Planning
