The clock is ticking! If you have not yet signed up for one of our Free Estate Planning Seminars, time is running out! The Waldorf location is already full! We still have seats at Chesapeake Beach, Edgewater, Annapolis and Bowie but they are filling up fast! The presentation establishes the necessary components of an effective estate plan. It is delivered as a case study profiling the … [Read more...] about Free Estate Planning Seminars Next Week! Register now!
"Why Include Compelling Reasons in My Estate Plan?" by Attorney Colleen Sinclair Prosser … [Read more...] about Why Include Compelling Reasons In My Estate Plan? (Audio)
"What is an Inter Vivos Trust?" by Attorney Jon J. Gasior … [Read more...] about What is an Inter Vivos Trust? (Audio)
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
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" by Attorney Nicole Livingston … [Read more...] about Why the Certificate of Trust is Important in Adding New Assets to Your Trust (Audio)
"How to Put Assets in the Name of Your Living Trust - Part One" by Attorney Nicole Livingston … [Read more...] about How to Put Assets in the Name of Your Living Trust – Part One (Audio)
It’s likely you already have a comprehensive estate plan in place and probably spent hours contemplating the decisions you made in your plan. You also placed a great deal of thought towards the distribution of your estate assets, your choice for executor of your Will, Trustee of your Trust, and guardian for your minor children. You covered everything right? Well maybe not. All too often, people … [Read more...] about Do You Know Who Your Designated Beneficiaries Are?
The world was shocked with the tragic death of iconic superstar Whitney Houston. Her passing was unexpected, and the fact that she had estate planning in place was surprising to many. One of the bright spots in this sad story is that she planned for the unexpected such that her family would have guidance as to the distribution of her assets. According to various news agencies, Whitney Houston’s … [Read more...] about Learning from Whitney Houston’s Estate Plan
"Why Flexibility in Your Estate Plan is Important" by Attorney Jon J. Gasior … [Read more...] about Why Flexibility in Your Estate Plan is Important (Audio)