WAEstate

Estate Planning Attorneys - Annapolis, Maryland

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Learning from Whitney Houston’s Estate Plan (Audio)

December 17, 2015 by SinclairProsser Law

  "Learning from Whitney Houston's Estate Plan" by Attorney Victor A. Lembo … [Read more...]

Filed Under: Estate Planning, Gifting, Inheritance Planning, Legacy Planning Tagged With: Whitney Houston

Learning from Whitney Houston’s Estate Plan

December 17, 2015 by SinclairProsser Law

  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...]

Filed Under: Estate Planning, Gifting, Inheritance Planning, Legacy Planning Tagged With: Bobbi Christina, Bobby Brown, Estate Plan, Living Trust, probate, Whitney Houston, Will

The Ins and Outs of Gifting

July 27, 2015 by SinclairProsser Law

  Everyday I meet with families and we discuss the estate planning technique of gifting, which can be a valuable strategy to reduce estate taxes.  Gifting can be done on a limited basis or it can be done on a continuous basis as part of an overall plan to reduce estate taxes.  Either way it can be relatively easy. Most people have heard that you can give away $14,000 per year per person (this … [Read more...]

Filed Under: Estate Planning, Estate Tax, General, Gifting

The Ins and Outs of Gifting (Audio)

July 27, 2015 by SinclairProsser Law

  "The Ins and Outs of Gifting" by Attorney Colleen Sinclair Prosser … [Read more...]

Filed Under: Estate Planning, Gifting Tagged With: capital assets, capital gains tax, Estate Taxes, Federal estate tax exemption, Federal lifetime exclusion, gift tax return, Income tax return, Maryland Estate Tax exemption

Gifting Strategies to Consider

March 12, 2015 by SinclairProsser Law

  If you are fortunate enough to have extra funds that you will not need during your lifetime, a strategy for gifting is something to consider. The easiest and most straightforward way to gift is to give money directly to the recipient.  You can give up to $14,000 per year per person without having to file a gift tax return.  You can give more than that but it will require the filing of a gift … [Read more...]

Filed Under: Estate Planning, Gift Tax, Gifting Tagged With: Estate Planniing, Gift Tax, Gifting, life insurance, Roth IRA, trust

Gifting Strategies to Consider (Audio)

March 12, 2015 by SinclairProsser Law

  "Gifting Strategies to Consider" by Attorney Colleen Sinclair Prosser … [Read more...]

Filed Under: Estate Planning, Gift Tax, Gifting Tagged With: estate planning, Gifting, gifting options, gifting strategies

End of the Year Reminders

December 17, 2014 by SinclairProsser Law

  As we approach the end of the year, we become busy with holiday celebrations, visits with family and friends, and vacation.  Our to-do lists grow longer and many items and resolutions are pushed to the next year. However, it is important to keep in mind various deadlines, whose dates are not as flexible as some of our other goals. Minimum required distributions If you are age 70 ½ and … [Read more...]

Filed Under: Asset Protection, Charitable Giving, Charitible, Estate Tax, Gifting, Individual Retirement Accounts (IRAs), Inheritance Planning, Taxes Tagged With: annual gift exclusion, Gifting, IRA charitable rollover provisiions, Maryland Estate Tax exemption, minimum required distributions, Tax Planning

End of the Year Reminders (Audio)

December 16, 2014 by SinclairProsser Law

  "End of the Year Reminders" by Attorney Brooke J. Shemer … [Read more...]

Filed Under: Charitable Giving, Charitible, Estate Administration, Estate Planning, Estate Tax, Gifting, Individual Retirement Accounts (IRAs), Law Changes, Philanthropy Tagged With: annual gift exclusion, Congress, IRA Charitable rollover provision, Law Changes, Maryland Estate Tax exemption, minimum distribution, Tangible property

What Is a Medicaid Asset Protection Trust? How Does It Work?

September 19, 2014 by SinclairProsser Law

  If you are considering applying for Medicaid for yourself or a loved one to pay for costly nursing home expenses, you may already be familiar with the financial requirements that a person must meet in order to qualify for Medicaid. Without getting into the details of all of the rules and exceptions, for a single person to qualify for Medicaid they must have no more than $2500, can keep a house, … [Read more...]

Filed Under: Asset Protection, Elder Law, Estate Planning, Gifting, Inheritance Planning, Medicaid, Nursing Home Expenses, Probate Tagged With: 5 year look back period, Asset Protection, countable assets, elder law, Gifting, Inheritance Protection, Irrevocable Trust, Medicaid Asset Protection Trust, nursing home expenses

What Is A Medicaid Asset Protection Trust and How Does It Work? (Audio)

September 18, 2014 by SinclairProsser Law

"What Is A Medicaid Asset Protection Trust and How Does It Work?" by Attorney Jon J. Gasior … [Read more...]

Filed Under: Asset Protection, Division of Assets, Elder Law, Estate Planning, Gifting, Incapacity Planning, Inheritance Planning, Medicaid, Nursing Home Expenses, Spouse Tagged With: 5 year look back, countable assets, elder law, Gifting, Irrevocable Trust, Medicaid Asset Protection Trust

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Testimonials

We initiated estate planning following a presentation by SinclairProsser Attorney Jon Gasior. We were so impressed, we contracted with them to complete our estate planning. Subsequently, we assembled information on our assets and SinclairProsser did the rest. Correspondence was communicated to our financial institutions and the estate was established. We were very pleased with the courteous manner of the SinclairProsser staff. However, it was their professionalism that made us satisfied we chose…
Walter K.

ANNAPOLIS

900 Bestgate Road
Suite 103, Annapolis, Maryland 21401
Phone: (410) 573-4818
Fax: (410) 573-2802

BOWIE

14300 Gallant Fox Lane
Suite 204, Bowie, Maryland 20715
Phone: (301) 970-8080
Fax: (410) 573-2802

MILLERSVILLE

1520 Jabez Run Rd
Suite 300, Millersville, Maryland 21108
Phone: (410) 573-4818
Fax: (410) 573-2802

WALDORF

Hamilton Centre II
3261 Old Washington Road, Suite 2020 Waldorf, MD 20602
Phone: 800-366-4615

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