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by
R. Ronald Sinclair, Jane Sinclair, Colleen Sinclair Prosser and
Gordon Williamson
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--- foremost authorities on the topic of Estate Planning and Asset Protection
have co-authored a book with well-known author Gordon K. Williamson. SinclairProsser
Law, LLC offers their best advice for those needing to consider how your financial
planning works with or against your estate planning. The attorneys argue that
consumers can no longer leave their planning in someone else's hands, they need
to actively participate in their own financial security. Without planning now,
there is little security tomorrow. Click
here if you would like additional information on how to get
this new book.
The authors of this
book have committed their practices to helping those in their community with these
important Wealth Building, Preserving and Distributing issues.
Attorneys
R. Ronald Sinclair and Colleen Sinclair Prosser
are recognized throughout central and eastern Maryland for their skills in speaking,
educating and serving the estate planning needs of their clients. A father and
daughter team, they are established members of the American Academy of Estate
Planning Attorneys and recognized in the Martindale-Hubbell Bar Register of Preeminent
Lawyers for high professional legal standards and ethics. A true family affair,
Ron and Colleen work closely with daughter and sister Jane Sinclair,
an estate preservation consultant, to insure their clients financial and estate
plan compliment one another. They are strong believers that insurance and annuity
products can be good estate planning tools and highly recommend long-term care
insurance as the best way to plan for nursing home expense. Understanding the
concern and pressure faced when dealing with issues such as death, disability
and taxes, they administer competence and compassion while crafting strong solutions
for their clients to preserve the quality of life through sound estate planning.
Gordon K.
Williamson, JD, MBA, MSFS, CFS, CAS, BCE, BCS, BCAA, CEPP, AEP, a former
tax and estate planning attorney, is the author of over 30 books, including The
100 Best Mutual Funds You Can Buy, the most popular mutual fund book ever written
(over 500,000 copies sold); he is also the author of the first two books ever
written about annuities. Dr. Williamson has been the financial editor of a number
of magazines and newspapers. He taught at the University of California for 10
years and was the chairperson of their Business & Finance Department. Gordon
manages investments for individuals and corporations. He has been the manager
of a national brokerage firm for over 20 years. Besides overseeing investors’
portfolios, Dr. Williamson is the executive director and founder of The Institute
of Business & Finance, a fully accredited educational provider to the financial
services industry. Gordon lives in La Jolla, California.
This book is a first;
financial and estate planning in one easy-to-understand text from top experts
in the field, collaborating to provide you with powerful knowledge that can benefit
you immediately.
The book’s
22 chapters begin with the financial planning process. The next few chapters
deal with different forms of protection and ways of insuring yourself. These
chapters are followed by an extensive discussion of living trusts. The next
part of the book describes important ancillary documents that are important
on their own, but also help to transform your living trust into a more complete
estate-planning package. There are then a few brief chapters on other types
of trusts that should be considered depending upon one’s net worth, tax
bracket, and donative intent.
The book ends with
a discussion as to how you can be better prepared to meet with your estate planning
attorney, with present value tables to assist you in making financial projections,
and with appendices on the probate and Medicaid process.
The central purpose
of the book is to make you a better informed investor and planner. Ideas, concepts,
and summary checklists are included to better your situation now as well as provide
help and protection for your loved ones. Once you have completed this book, you
will be armed with the kind of information that will give you peace of mind now
and in the future.
Email
us or call our office at (410) 573-4818 and we'll tell you when our next public
educational workshop will be held, these books are available there!
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