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Annapolis Estate Planning Attorneys

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How Do My Estate Planning Documents Work In The Event Of My Incapacity?

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  One of the most important aspects of estate planning is what I call “lifetime planning” also known as incapacity planning. That lifetime planning includes incorporating documents into your estate plan to provide decision making power to your loved ones in the event that you are unable to make decisions for yourself. These documents include a revocable living trust in which you name a successor … [Read more...] about How Do My Estate Planning Documents Work In The Event Of My Incapacity?

How Do My Estate Planning Documents Work In the Event of My Incapacity?

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  "How Do My Estate Planning Documents Work In the Event of My Incapacity?" Attorney Jon J. Gasior … [Read more...] about How Do My Estate Planning Documents Work In the Event of My Incapacity?

FREE Estate Planning Seminars Next Week!!! Have you reserved your seat?

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  For location, date, time and to reserve a seat https://spgasior.com/seminars/. The presentation establishes the necessary components of an effective estate plan.  It is delivered as a case study profiling the lives 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 … [Read more...] about FREE Estate Planning Seminars Next Week!!! Have you reserved your seat?

How to Prepare for an Appointment with an Estate Planning Attorney

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  You have scheduled your first initial consultation with your estate planning attorney.  What should you do to prepare for this meeting to be the most efficient use of your time and the attorney’s time?  Estate planning is all about you and your family and your assets. One of the first questions you can expect your attorney to ask you is who the members of your family are.  Your family may … [Read more...] about How to Prepare for an Appointment with an Estate Planning Attorney

How to Prepare for Your Appointment with an Estate Planning Attorney

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  "How to Prepare for Your Appointment with an Estate Planning Attorney" by Attorney Nicole Livingston … [Read more...] about How to Prepare for Your Appointment with an Estate Planning Attorney

The Maryland Trust Act

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  The new Maryland Trust Act (hereinafter “MARYLAND TRUST ACT”) took effect on January 1, 2015 and is applicable to existing and new trusts. Therefore, it is retroactive to all trusts, regardless of whether the documents were executed prior to this date. Maryland now joins a large number of other jurisdictions, including Virginia and the District of Columbia, in enacting its statutory authority to … [Read more...] about The Maryland Trust Act

A Pre-Nuptial Can Be A Significant Estate Planning Tool

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  If you are contemplating marriage, you probably have heard of a pre-nuptial agreement but may not be sure if such an agreement is right for you.  Since many of my clients are older and have acquired valuable assets, a pre-nuptial agreement is a means of clarifying marital expectations such as how expenses are to be paid, how assets are to be distributed after someone dies, and whether the new … [Read more...] about A Pre-Nuptial Can Be A Significant Estate Planning Tool

Free Estate Planning Seminars in March

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  Our Free Estate Planning Seminars  in March have just been posted on our website   https://spgasior.com/seminars/.  for Waldorf, Chesapeake Beach, Bowie, Edgewater and Maryland.    It's not too early to register as many of our locations have limited seating and will fill up fast!   Visit   https://spgasior.com/seminars/. and register today! … [Read more...] about Free Estate Planning Seminars in March

History of a Last Will and Testament

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  The idea of a last will and testament is one that dates back to ancient Rome. The laws governing wills in the United States arose out of English common law. The concept was very clear to the Romans, and then to the English. A person has certain property rights in both land and personal possessions. With death being an inevitability of life, these cultures recognized the need to provide for a … [Read more...] about History of a Last Will and Testament

The Importance of Beneficiary Designations

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  If you have an employer sponsored retirement plan, a life insurance policy, an annuity, or other retirement accounts, you probably specified a beneficiary to inherit the proceeds upon your death.  Beneficiaries can also be named on brokerage accounts, certificates of deposit, mutual fund accounts, and bank accounts.  These accounts become known as payable on death or transfer on death accounts.  … [Read more...] about The Importance of Beneficiary Designations