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Annapolis Estate Planning Attorneys

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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 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 Nicole Livingston talk about "The Income Only Trust" 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

International Estate Planning

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  If you own property in another country and you are a U.S. citizen or lawful permanent resident (Greencard holder), you have to be aware of tax and other adverse consequences of not only owning that property, but transferring it into a Living Trust. If you have a Revocable Living Trust, also referred to as an intervivos trust because you set it up during your lifetime, and transferred the … [Read more...] about International Estate Planning

Pay Attention to your Beneficiary Designations

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  Many assets in an estate will avoid probate because a beneficiary has been designated on the account.  Such assets are life insurance, annuities, IRAs, 401(k)s, Thrift Savings Plans.  Two recent Supreme Court cases highlight the importance of updating the beneficiaries of these assets as life changes occur. A Federal law, commonly referred to as ERISA, governs employer benefit plans even if … [Read more...] about Pay Attention to your Beneficiary Designations

Pre-planning Your Funeral

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      No one likes to think about death or making final arrangements for themselves or a loved one.  However, pre-planning your funeral may be one of the biggest comforts you can give your family at the time of your death.  When deciding whether or not pre-planning your funeral is right for you, there are three important benefits to take into consideration. The first benefit is that you have … [Read more...] about Pre-planning Your Funeral

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 pm to listen to "Your Estate Matters" with Attorney Nicole Livingston.   The topic is "PREPLANNING YOUR FUNERAL". … [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

FIVE REASONS YOU NEED A CURRENT WILL

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  I often meet with clients who answer the question “Do you have a Will?” with a “No.”  Upon further inquiry it turns out they actually do, but they don’t feel they do because it was prepared over twenty years ago or they don’t know where it is.  What these clients fail to realize is that 99% of the time, an old Will is better than no Will. A current Will is good, a complete estate plan with a … [Read more...] about FIVE REASONS YOU NEED A CURRENT WILL

Don’t forget to tune in today to WNAV Radio on 1430 AM or 99.9 FM @ 3:50 pm for 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 pm to listen to "Your Estate Matters" with Attorney Paula M. Mattson-Sarli.   The topic is "FIVE REASONS YOU NEED A CURRENT WILL". … [Read more...] about Don’t forget to tune in today to WNAV Radio on 1430 AM or 99.9 FM @ 3:50 pm for YOUR ESTATE MATTERS

MY REAL ESTATE IS TITLED IN MY REVOCABLE LIVING TRUST, NOW WHAT?

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    At the time you set up your living trust, you probably transferred the title to your home into your trust with the assistance of your attorney.  If there was a mortgage on your home, you continued to make the mortgage payments as before. With interest rates fluctuating, you may want to refinance your home.  At that point, you may need to get back in touch with the attorney who set up the … [Read more...] about MY REAL ESTATE IS TITLED IN MY REVOCABLE LIVING TRUST, NOW WHAT?

Your Estate Matters – Tune in at 3:50 p.m. today for this important information!

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  Don't forget to tune in today to WNAV Radio on 1430 AM or 99.9 FM @ 3:50 pm to listen to "Your Estate Matters" with Attorney Colleen Sinclair Prosser.  The topic is "My Real Estate is Titled in My Revocable Living Trust, Now What?" … [Read more...] about Your Estate Matters – Tune in at 3:50 p.m. today for this important information!

What is an ILIT (Irrevocable Life Insurance Trust) and why would you want one?

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If you own life insurance, congratulations!  Sadly, most of us put off this critical element in our family’s financial planning, which may have devastating consequences on the loved one left behind. You probably know why life insurance is so important.  Young families need it to replace part of the breadwinner’s income.  Mature Americans find it provides their heirs with a source of funds to … [Read more...] about What is an ILIT (Irrevocable Life Insurance Trust) and why would you want one?

Your Estate Matters airs today – don’t forget to tune in….

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Don't forget to tune in today to WNAV Radio on 1430 AM or 99.9 FM @ 3:50 pm to listen to "Your Estate Matters" with Attorney Nicole Livingston   The topic is "What is an ILIT (Irrevocable Life Insurance Trust) and why would you want one?" … [Read more...] about Your Estate Matters airs today – don’t forget to tune in….