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Sinclair Prosser Gasior

Annapolis Estate Planning Attorneys

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Home / Archives for Trusts

Funeral Preplanning (Audio)

July 29, 2014 by Sinclair Prosser Gasior

  "Funeral Preplanning" by Attorney Colleen Sinclair Prosser … [Read more...] about Funeral Preplanning (Audio)

Filed Under: Estate Planning, Funeral Planning, Joint Tenancy, Life Insurance, Living Trusts, Trusts, Wills Tagged With: Funeral Expenses, Funeral LIfe Insurance, http://www.cremationservicesmaryland.com/, Powers of Attorney, Revocable Living Trust

I’ve Signed My Estate Planning Documents – Now What? (Audio)

June 27, 2014 by Sinclair Prosser Gasior

  " I've Signed My Estate Planning Documents - Now What?" by Attorney Jon G. Gasior … [Read more...] about I’ve Signed My Estate Planning Documents – Now What? (Audio)

Filed Under: Beneficiary Designations, Estate Administration, Estate Planning, Healthcare Directives, Healthcare Power of Attorney, Trusts, Wills Tagged With: Funding, Incapacity Planning, Inheritance Planning, Legacy Planning, Living Wills, Powers of Attorney

4 Important Reasons Why You Need an Estate Plan

June 23, 2014 by Sinclair Prosser Gasior

Some believe they have not accumulated enough wealth or assets to warrant an estate plan at the present moment.  In light of the fact that many young people are saddled with debt, either from credit cards or student loans, it may seem unnecessary to formulate a plan that transfers wealth if your liabilities exceed your assets. However, a simple will is important for young couples who have children … [Read more...] about 4 Important Reasons Why You Need an Estate Plan

Filed Under: Beneficiary Designations, Estate Administration, Estate Planning, General, Planning for Minor Children, Probate, Trusts, Wills Tagged With: Asset Protection, Executor, Guardianship, Inheritance Planning, Legacy Planning

Checklist for Your Estate Planning Consultation – Audio

May 22, 2014 by Sinclair Prosser Gasior

  "Checklist for Your Estate Planning Consultation" by Attorney Brooke J. Shemer … [Read more...] about Checklist for Your Estate Planning Consultation – Audio

Filed Under: Beneficiary Designations, Business Planning, Business Succession Planning, Deeds, Estate Plan Review, Estate Planning, Individual Retirement Accounts (IRAs), Life Insurance, Living Trusts, Trusts, Wills Tagged With: Asset Protection, Funding, Inheritance Planning, Legacy Planning, Revocable Living Trust

Maryland Estate Tax Exemption Raised

May 16, 2014 by Sinclair Prosser Gasior

  On May 15, 2014, Governor O’Malley signed a bill that will raise the Maryland estate tax exemption.  The General Assembly passed the legislation this session and there was much anticipation as to whether the governor would sign the bill. Currently, the state estate exemption is One Million Dollars in Maryland.  This means that if you pass away with less than One Million Dollars of assets, you … [Read more...] about Maryland Estate Tax Exemption Raised

Filed Under: Beneficiary Designations, Estate Administration, Estate Planning, Estate Tax, Living Trusts, Tax exemption, Tax Relief, Taxes, Trusts Tagged With: Estate Taxes, Gifting, Governor O'Malley, Inheritance Planning, Inheritance Tax, Maryland Estate Tax, Maryland Estate Tax exemption, Maryland Inheritance Tax, Revocable Living Trust, Tax Planning

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

“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

“What is Probate?” (Audio)

March 27, 2014 by Sinclair Prosser Gasior

  "What is Probate" by Attorney Brooke J. Shemer … [Read more...] about “What is Probate?” (Audio)

Filed Under: Beneficiary Designations, Estate Administration, Estate Planning, Intestate, Planning for Minor Children, Probate, Probate avoidance, Trusts Tagged With: Asset Protection, estate administration, Estate Plan, Inheritance Planning, planning for minor children, probate, Register of Wills, Special Needs Planning

“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

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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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