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Sinclair Prosser Gasior

Annapolis Estate Planning Attorneys

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Home / Archives for Taxes

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

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

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

YOUR ESTATE MATTERS – Audio

August 29, 2013 by Sinclair Prosser Gasior

"Estate Administration-What is an Accounting?" by Attorney Colleen Sinclair Prosser … [Read more...] about YOUR ESTATE MATTERS – Audio

Filed Under: Estate Administration, Taxes Tagged With: Comptroller of Maryland, Inheritance Tax, IRS, Register of Wills, Tangible Personal Property

YOUR ESTATE MATTERS – Audio

August 7, 2013 by Sinclair Prosser Gasior

    "Do You Need a Revocable or Irrevocable Estate Plan?" by Attorney Colleen Sinclair Prosser … [Read more...] about YOUR ESTATE MATTERS – Audio

Filed Under: Estate Planning, Estate Tax, Irrevocable Trusts, Life Estate Deed, Living Trusts, Long Term Care Planning, Nursing Home Expenses, Taxes, Transfer on Death Account, Trusts Tagged With: Asset Protection, Estate Taxes, Gifting, Revocable Living Trust

Important Information About Savings Bonds

May 23, 2013 by Sinclair Prosser Gasior

Normal 0 false false false MicrosoftInternetExplorer4 Savings bonds are debt securities issued by the U.S. Department of the Treasury to help pay for the U.S. government’s borrowing needs.  U.S. savings bonds are considered one of the safest investments because they are backed by the full faith and credit of the U.S. government.  There are different types of bonds; however, I am … [Read more...] about Important Information About Savings Bonds

Filed Under: Living Trusts, Taxes Tagged With: Savings Bon

“YOUR ESTATE MATTERS” – Audio

May 22, 2013 by Sinclair Prosser Gasior

"Important Information About Savings Bonds" by Attorney Paula M. Mattson-Sarli … [Read more...] about “YOUR ESTATE MATTERS” – Audio

Filed Under: Living Trusts, Taxes, Trusts Tagged With: Savings Bonds

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

May 20, 2013 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!  Attorneys Colleen Sinclair Prosser, Nicole Livingston and Paula M. Mattson-Sarli relate cutting edge estate planning information.  The topic tomorrow is "Important Information About Savings Bonds" by Attorney Paula M. Mattson-Sarli. … [Read more...] about Listen to “Your Estate Matters!” tomorrow morning (Tuesday) at 8:50 a.m. on WNAV Radio

Filed Under: Living Trusts, Taxes Tagged With: Savings Bonds

Free Estate Planning Seminars this week! Register now!

May 6, 2013 by Sinclair Prosser Gasior

  The presentation 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, unmarried … [Read more...] about Free Estate Planning Seminars this week! Register now!

Filed Under: Divorce Protection, Estate Administration, Estate Planning, Estate Tax, Healthcare Directives, Living Trusts, Long Term Care Planning, Planning for Minor Children, Probate, Probate avoidance, Taxes, Trusts, Wills Tagged With: Blended Families, Estate Taxes, Funding, Incapacity Planning, Living Wills, Powers of Attorney, 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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