"What is an Inter Vivos Trust?" by Attorney Jon J. Gasior … [Read more...] about What is an Inter Vivos Trust? (Audio)
BLOG
How to Transfer New Assets into the Name of Your Living Trust
The transfer of an existing checking or savings account, or one that is created in the future, can be accomplished quite easily. Take a copy of your Certificate of Trust to the new accounts department of your bank or savings and loan and request that the accounts be set up in the name of your Living Trust. You will then sign the new signature cards as Trustee. You need not change the face of … [Read more...] about How to Transfer New Assets into the Name of Your Living Trust
How to Transfer New Assets into the Name of Your Living Trust (Audio)
"How to Transfer New Assets Into the Name of Your Living Trust" by Attorney Nicole Livingston … [Read more...] about How to Transfer New Assets into the Name of Your Living Trust (Audio)
How Often Do I Need to Update My Will?
Wills are one of the most basic and important estate planning documents. It is used to provide comprehensive instructions to ensure protection of your legacy. Also, Wills can stop your family from fighting over your assets, and provide clear instructions for who should be in charge of estate administration. You want to ensure you create a legally valid Will to provide instructions for the future … [Read more...] about How Often Do I Need to Update My Will?
How Often Do I Need to Update My Will (Audio)
"How Often Do I Need To Update My Will?" by Attorney Victor A. Lembo … [Read more...] about How Often Do I Need to Update My Will (Audio)
Thank you to all Veterans
Concerned About Being Too Sick to Make Decisions
It’s helpful if you can let doctors know in advance what you want to happen if you can’t speak for yourself. An advance Health Care Directive lays out who you want to speak for you and what kind of treatments you want. In this way, you are prepared before health care decisions need to be made. You can make an Advance Directive if you are 18 years or older and capable of making your own … [Read more...] about Concerned About Being Too Sick to Make Decisions
Concerned About Being Too Sick to Make Decisions?
Is This Your Situation: Are You Too Sick to Make Decisions? … [Read more...] about Concerned About Being Too Sick to Make Decisions?
Why Mediciad Eligibility Matters If You Need Nursing Home Care
Medicaid eligibility is essential if you need nursing home care in the state of Maryland. In Maryland, the average annual cost of a semi-private room in a nursing home is $101,379. For a private room, you can expect to spend an average cost of around $110,230, according to the Genworth Financial 2015 Cost of Care Survey. Most insurance won't pay for this when you need care, so you could end up … [Read more...] about Why Mediciad Eligibility Matters If You Need Nursing Home Care
Why Medicaid Eligibility Matters If You Need Nursing Home Care (Audio)
"Why Medicaid Eligibility Matters If You Need Nursing Home Care" … [Read more...] about Why Medicaid Eligibility Matters If You Need Nursing Home Care (Audio)
How to Transfer Assets into the Name of Your Living Trust
For existing stocks and bonds the transfer procedure can be difficult and time consuming. These problems can be reduced if you have a working relationship with a stockbroker who will agree to help you with the transfer. If a broker is not used, a letter for the particular stock should be sent to the transfer agent. A copy of the Certificate of Trust should be sent along with your letter to … [Read more...] about How to Transfer Assets into the Name of Your Living Trust
Why the Certificate of Trust is Important in Adding New Assets to Your Trust (Audio)
"Why the Certificate of Trust is Important in Adding New Assets to Your Trust" by Attorney Nicole Livingston … [Read more...] about Why the Certificate of Trust is Important in Adding New Assets to Your Trust (Audio)
Feel Good Friday!
The leaves are just beginning to turn color. The geese are flying south and the temperatures are getting cooler. I'm so glad we live in a world where there are Octobers! Enjoy your weekend! … [Read more...] about Feel Good Friday!
Do Young People Need Estate Planning?
When we hear the term “estate planning”, one often thinks it is something done by their parents or the elder generation. Also, many contemplate whether planning is even necessary, as they do not believe they have enough in way of assets, or the adage that I am too young for anything to happen to me. Society moves faster every day and it is essential for people of all ages to plan and ensure … [Read more...] about Do Young People Need Estate Planning?
Do Young People Need Estate Planning? (Audio)
"Do Young People Need Estate Planning?" … [Read more...] about Do Young People Need Estate Planning? (Audio)
Feel Good Friday! Looking forward to Sunday’s full moon!
Have a wonderful weekend! Enjoy Sunday's Hunter's Moon! … [Read more...] about Feel Good Friday! Looking forward to Sunday’s full moon!
What Should I Do With My Inheritance?
Were you recently notified that you will be receiving an inheritance? If so, an inheritance can come hand-in-hand with conflicting emotions. An inheritance follows the death of a loved one, and especially in the event of a sudden or unexpected loss, may cause you to experience the grief that comes with it. On the other hand, an inheritance can often mean financial freedom for the recipient. A … [Read more...] about What Should I Do With My Inheritance?






