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Annapolis Estate Planning Attorneys

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Pet Planning – Not to be Overlooked

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   “Who will care for my pet if something happens to me” is a question I personally think of, but also hear from my clients as well.  It is not a silly question.  If you have a dog, cat or other pet, you know the unconditional love and affection pets devote to us improving the quality of life in ways nothing else can. This is why they deserve our respect and dedication even after we pass away or … [Read more...] about Pet Planning – Not to be Overlooked

New air time for Your Estate Matters! Now Tuesday mornings at 8:50 a.m.

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    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 "Pet planning - not to be overlooked!" by Paula M. Mattson-Sarli. … [Read more...] about New air time for Your Estate Matters! Now Tuesday mornings at 8:50 a.m.

The Family Farm Preservation Act of 2012

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   The General Assembly of Maryland enacted a new law, which went in effect on July 1, 2012, entitled the “Family Farm Preservation Act of 2012”.  This law provides estate tax relief to Maryland farm owners.  In Maryland an estate tax is applied upon the death of a person whose estate exceeds $1,000,000 if the estate passes to someone other than the surviving spouse, or is put into a trust for the … [Read more...] about The Family Farm Preservation Act of 2012

Celebration Of Philanthropy Luncheon

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Attorneys (left to right) Paula M. Mattson-Sarli, Colleen Sinclair Prosser, Nicole Livingston and Candice DeMar Joy of Sinclair Prosser Gasior attended the annual signature event, Celebration of Philanthropy in Anne Arundel County, on Friday, November 16, 2012, at the Doubletree Hotel on Holiday Court in Maryland. Our region is fortunate to have many fine nonprofit organizations whose missions … [Read more...] about Celebration Of Philanthropy Luncheon

Estate Planning for Blended Families

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   At a recent AAEPA event the topic of planning for blended families was discussed.  I realized that planning for the American family is not as straight forward as it used to be.  Oftentimes assumptions are made as to how a family will plan and need to be corrected. When I sit down with new clients for the first time, I am just as eager as they are to ask questions.  The questions cannot just … [Read more...] about Estate Planning for Blended Families

Don’t forget to tune in today to WNAV Radio on 1430 AM or 99.9 FM @ 3:50 to listen to YOUR ESTATE MATTERS

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Don't forget to tune in today to WNAV Radio on 1430 AM or 99.9 FM @3:50 p.m to listen to Attorney Paula M. Mattson-Sarli discuss "Estate Planning for Blended Famiies" … [Read more...] about Don’t forget to tune in today to WNAV Radio on 1430 AM or 99.9 FM @ 3:50 to listen to YOUR ESTATE MATTERS

Register Now for FREE Continuing Education seminar for MD Life/Health Insurance, Certified Financial Planners and Certified Public Accountants

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   If you advise clients with IRA/QRP accounts, you should take the Magical Mystery Tour of IRA Distribution Planning. The course agenda includes:     How to stretch-out any IRA     The key to the IRA Estate Plan – Custom Beneficiary Designation     Pension Protection Act of 2006 and IRA Distribution Planning     Fixing IRA/QRP owner mistakes that could cost a fortune     … [Read more...] about Register Now for FREE Continuing Education seminar for MD Life/Health Insurance, Certified Financial Planners and Certified Public Accountants

Do You Have a Valid Will

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    Wills come in all shapes, sizes and language.  Each attorney has a certain style of how they write a will.  It is not so much what the document says that determines whether it is a valid instrument, but how the document is executed.  Each state, including Maryland, has requirements as to how a will must be executed in order for it to be a valid last will and testament. The requirements for a … [Read more...] about Do You Have a Valid Will

Don’t forget to tune in today to WNAV Radio on 1430 AM or 99.9 FM @ 3:50 to listen to YOUR ESTATE MATTERS

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   Don't forget to tune in today to WNAV Radio on 1430 AM or 99.9 FM @ 3:50 to listen to  Attorney Colleen Sinclair Prosser discuss "Do You Have a Valid Will" on YOUR ESTATE MATTERS … [Read more...] about Don’t forget to tune in today to WNAV Radio on 1430 AM or 99.9 FM @ 3:50 to listen to YOUR ESTATE MATTERS

The Income Only Trust

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  How can you protect your assets if you need a nursing home?  This is a question that I am often asked.  There is a trust you can create called an Irrevocable Income Only Trust; however, there are several conditions that must be discussed.  The first of which is control of the assets.  With this type of trust, you must give up control of all assets which means that you cannot be the trustee of … [Read more...] about The Income Only Trust