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Sinclair Prosser Gasior

Annapolis Estate Planning Attorneys

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Home / Archives for Trusts

Sinclair Prosser Gasior is pleased to present a FREE Continuing Educational Seminar!

November 10, 2014 by Sinclair Prosser Gasior

 A Free Continuing Education event for Financial Professionals Presented by Sinclair Prosser Gasior  Sponsored by the American Academy of Estate Planning Attorneys  “The Maryland Trust Act”  December 3, 2014, 9:00 - 11:30 a.m. Registration and Breakfast 9 - 9:15 a.m. Crofton Country Club, 1691 Crofton Parkway, Crofton, MD 21114 The number of subjects encompassed under the topic of estate … [Read more...] about Sinclair Prosser Gasior is pleased to present a FREE Continuing Educational Seminar!

Filed Under: Trustee, Trusts Tagged With: American Academy of Estate Planning Attorneys, Law Changes, Maryland Trust Act, Revocable Trusts

Robin Williams’ Estate Plan

October 15, 2014 by Sinclair Prosser Gasior

  Robin Williams' untimely death came as a shock to the world this past August.  As devastating as an unexpected, sudden death can be for the family, the need to settle the estate only adds to the stress of an already overwhelming situation. However, having an estate plan in place reduces the uncertainty and unknowns for the grieving family members, since the deceased person has already documented … [Read more...] about Robin Williams’ Estate Plan

Filed Under: Beneficiary Designations, Estate Administration, Estate Planning, Estate Tax, Irrevocable Trusts, Living Trusts, Probate, Probate avoidance, Trusts, Wills Tagged With: Asset Protection, Attorney Brooke Shemer, Beneficiaries, Estate Taxes, Executor, Inheritance Planning, Irrevocable Trust, Legacy Planning, Privacy, probate, Real Estate, Register of Wills, Revocable Living Trust, Robin Williams, SinclairProsserLaw.com, Will

Who Should Be the Executor of Your Will?

October 2, 2014 by Sinclair Prosser Gasior

  It is important to take the time to decide who should be the executor of your estate upon your death, and your power of attorney if you become incapacitated.  Once you make these decisions, determine who should be the back-up in case your first choice is not available.  Usually, you can think of one person you trust and more likely than not you have even thought about who that person should be … [Read more...] about Who Should Be the Executor of Your Will?

Filed Under: Beneficiary Designations, Estate Administration, Estate Planning, Healthcare Power of Attorney, Living Trusts, Trustee, Trusts, Wills Tagged With: Executor, Financial Power of Attorney, Health Care Power of Attorney, Incapacity Planning, Living Wills, Power of Attorney, Powers of Attorney, Property Power of Attorney, Successor Exectutor, Successor power of attorney, Successor Trustee, trustee, wills

Privacy in Estate Planning

September 25, 2014 by Sinclair Prosser Gasior

  In these times of technology and security breaches, our personal privacy is a top concern.  If you choose a Last Will and Testament as your estate planning document, or you choose not to create an estate plan at all, and you pass away, do you realize that private, personal information will be revealed to the public?  Most people don’t, however that may be exactly what will happen in a process … [Read more...] about Privacy in Estate Planning

Filed Under: Divorce Protection, Estate Administration, Estate Planning, Living Trusts, Probate, Probate avoidance, Trusts, Wills Tagged With: Asset Protection, estate administration, estate planning, Executor, Inheritance Planning, Legacy Planning, Living Trust, Lou Reed, Privacy, probate, Revocable Living Trust, Singles

Privacy in Estate Planning (Audio)

September 24, 2014 by Sinclair Prosser Gasior

  "Privacy in Estate Planning" by Attorney Colleen Sinclair Prosser … [Read more...] about Privacy in Estate Planning (Audio)

Filed Under: Divorce Protection, Estate Administration, Estate Planning, Living Trusts, Probate, Probate avoidance, Trusts, Wills Tagged With: estate planning, Funding, Inheritance Planning, Legacy Planning, Lou Reed, Privacy, probate, Revocable Living Trust

Divorce, Opportunists and Lawsuits: The Top 3 Risks that Cause Parents Worry

September 5, 2014 by Sinclair Prosser Gasior

 The top three risks that parents worry about are:  Divorce, Opportunists, and Lawsuits.  Many clients are concerned about the son-in-law and daughter-in-law divorcing their child and walking away with a big chunk of their estate.  And why shouldn’t they worry?  With a divorce rate in America topping every other country, the chances of your kids having a long and happy marriage are not good.  … [Read more...] about Divorce, Opportunists and Lawsuits: The Top 3 Risks that Cause Parents Worry

Filed Under: Beneficiary Designations, Divorce Protection, Estate Administration, Estate Planning, Living Trusts, Spouse, Trusts Tagged With: Asset Protection, Divorce, Family Access Trust, Family Incentive Trust, Family Sentry Trust, Family Wealth Trust, Inheritance Planning, Lawsuits, Legacy Planning, Opportunists, Revocable Living Trust

What Happens to Tangible Personal Property When Settling an Estate

August 29, 2014 by Sinclair Prosser Gasior

 Part of the process when settling an estate after someone has died is to consider their tangible personal property, i.e. furniture, jewelry, china, crystal, artwork, electronics, and vehicles.  The first duty of the representative of the estate is to obtain an appraisal of these items.  The appraisal is needed to determine the value of the property before distribution and taxes can be considered … [Read more...] about What Happens to Tangible Personal Property When Settling an Estate

Filed Under: Capital Gains, Estate Administration, Estate Planning, Trusts, Wills Tagged With: Appraisal, estate administration, estate planning, Estate Planning Attorney, Estate Sale, Executor, Inheritance Planning, Tangible Personal Property, Transfer of Firearms, trusts, Valuation, Value, Will

“Casey Kasem – A Victim of Elder Abuse?”

August 22, 2014 by Sinclair Prosser Gasior

  Many of you are familiar with the name Casey Kasem. His voice brings about memories of American Top 40 radio and pop culture through the decades. Unfortunately, that name now conjures images of court battles, nursing homes, and a family torn apart. Prior to his passing, Casey Kasem’s health deteriorated due to the ill-effects of dementia. The story that ensued is a tragic one and one that can … [Read more...] about “Casey Kasem – A Victim of Elder Abuse?”

Filed Under: Elder Law, Estate Planning, Healthcare Directives, Healthcare Power of Attorney, Living Trusts, Trusts Tagged With: elder law, Estate Plan, estate planning, Estate Planning Attorney, Estate Planning Documents, Guardianship, Incapacity Planning, Living Wills, Medical Directive, National Center on Elder Abuse - Administration on Aging, Powers of Attorney, Revocable Living Trust, WNAV Radio http://www.wnav.com

Why Traditional Estate Planning May Not Be the Answer

August 8, 2014 by Sinclair Prosser Gasior

   Most estate planning lawyers, accountants, and financial advisors in the field of traditional estate planning are taught only two things: protect the clients’ material wealth from the evils of probate and taxes.  Now let me ask you, just as a reality check, how do most people actually plan their estates?  In our experience, they either do nothing or they create a simple Will, to look after a … [Read more...] about Why Traditional Estate Planning May Not Be the Answer

Filed Under: Divorce Protection, Estate Administration, Estate Planning, Healthcare Directives, Healthcare Power of Attorney, Legacy Wealth Plan, Planning for Minor Children, Probate, Taxes, Trusts, Wills Tagged With: Asset Protection, Blended Families, Division of Assets, Family Access Trust, Family Sentry Trust, Family Wealth Trust, Incapacity Planning, Inheritance Planning, Legacy Planning, Living Wills, Powers of Attorney, Revocable Living Trust

What is Legacy Wealth Planning? (Audio)

August 8, 2014 by Sinclair Prosser Gasior

   "What is Legacy Wealth Planning?" by Attorney Nicole Livingston … [Read more...] about What is Legacy Wealth Planning? (Audio)

Filed Under: Divorce Protection, Estate Planning, General, Living Trusts, Trusts Tagged With: Asset Protection, Family Access Trust, Family Sentry Trust, Family Wealth Trust, Incapacity Planning, Inheritance Planning, Legacy Planning, Medical Directive, Special Needs Planning

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Testimonials

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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