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Estate Planning Attorneys - Annapolis, Maryland

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The Advantages of Portability

July 3, 2019 by Victor A. Lembo, Estate Planning Attorney

"The Advantages of Portability" by Attorney Victor Lembo When a decedent dies, a federal estate tax return (IRS Form 706) is not required to be filed unless the decedent’s gross estate exceeds their remaining federal estate tax exclusion. In 2019, for someone who has not used any exclusion during their lifetime, this would be $11.4 million. Maryland also has an estate tax, as it decoupled from … [Read more...]

Filed Under: Estate Administration, Estate Tax, Estate Taxes, Tax Relief, Taxes

Tax Law Changes for 2018

December 29, 2017 by SinclairProsser Law

There are many changes for 2018. Congress passed a last-minute tax law, which the President signed the last business day before the Holidays. Congress Passes New Tax Law Last week the Senate passed the new tax law, (which had been called the “Tax Cuts and Jobs Act” and due to Senate parliamentarian objections is now ‘An Act to provide for reconciliation pursuant to titles II and V of the … [Read more...]

Filed Under: Taxes

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

Portability in Estate Planning

September 15, 2014 by SinclairProsser Law

  Portability was introduced under the American Taxpayer Relief Act of 2012 and is effective for married persons dying on or after January 1, 2011. It has the potential to save you greatly in estate taxes, but you must act quickly if you intend to make a portability election. Here is some background: Currently, the federal estate and gift tax exclusions are unified at 5.34 Million Dollars, … [Read more...]

Filed Under: Asset Protection, Estate Administration, Estate Planning, Estate Tax, Estate Taxes, Gift Tax, Gifting, Inheritance Tax, Living Trusts, Spouse, Tax exemption, Taxes Tagged With: American Taxpayer Relief Act of 2012, estate tax return, Exemption, Federal Estate Tax, gift tax exclusion, Portability

Who is Responsible To Pay the Estate Debt of a Deceased Loved One? (Audio)

August 12, 2014 by SinclairProsser Law

["Who is Responsible to Pay the Debt of a Deceased Loved One?" by Attorney Brooke J. Shemer … [Read more...]

Filed Under: Estate Administration, Executor, Income Tax, Property Taxes, Spouse, Taxes Tagged With: Federal Fair Debt Collection Protection Act

Why Traditional Estate Planning May Not Be the Answer

August 8, 2014 by SinclairProsser Law

   Most estate planning lawyers, accountants, and financial advisors in the field of traditional estate planning are taught only two things: protect the clients’ material wealth from the evils of probate and taxes.  Now let me ask you, just as a reality check, how do most people actually plan their estates?  In our experience, they either do nothing or they create a simple Will, to look after a … [Read more...]

Filed Under: Asset Protection, Blended Families, Division of Assets, Divorce Protection, Estate Administration, Estate Planning, Family Access Trust, Family Sentry Trust, Family Wealth Trust, Healthcare Directives, Healthcare Power of Attorney, Incapacity Planning, Inheritance Planning, Legacy Planning, Legacy Wealth Plan, Living Wills, Planning for Minor Children, Powers of Attorney, Probate, Revocable Living Trust, Taxes, Trusts, Wills

The Dangers of Do-It-Yourself Estate Planning

June 11, 2014 by SinclairProsser Law

Why do people try “do it yourself” estate planning, knowing in the back of their mind that it may not work? Well people see the upfront cost of doing their planning that way as very attractive to them. However, they often do not think about the total cost to their families if their “DIY” planning does not work. Often times when I meet clients for the first time they show me their current wills … [Read more...]

Filed Under: Asset Protection, Divorce Protection, Estate Administration, Estate Planning, Estate Tax, Inheritance Planning, Inheritance Tax, Probate, Taxes

The Danger of Do It Yourself Estate Planning (Audio)

June 5, 2014 by SinclairProsser Law

  "The Danger of Do-It-Yourself Estate Planning" by Attorney Jon J. Gasior … [Read more...]

Filed Under: Blended Families, Divorce Protection, Estate Administration, Estate Planning, Estate Tax, Estate Taxes, Guardianship, Inheritance Planning, Inheritance Tax, Probate, Taxes

Maryland Estate Tax Exemption Raised

May 16, 2014 by SinclairProsser Law

  On May 15, 2014, Governor O’Malley signed a bill that will raise the Maryland estate tax exemption.  The General Assembly passed the legislation this session and there was much anticipation as to whether the governor would sign the bill. Currently, the state estate exemption is One Million Dollars in Maryland.  This means that if you pass away with less than One Million Dollars of assets, you … [Read more...]

Filed Under: Beneficiary Designations, Estate Administration, Estate Planning, Estate Tax, Estate Taxes, Gifting, Inheritance Planning, Inheritance Tax, Living Trusts, Revocable Living Trust, Tax exemption, Tax Relief, Taxes, Trusts Tagged With: Gifting, Governor O'Malley, Maryland Estate Tax, Maryland Estate Tax exemption, Maryland Inheritance Tax, Tax Planning

“Ten Essential Estate Planning Facts” – Audio

May 15, 2014 by SinclairProsser Law

  "Ten Essential Estate Planning Facts" by Attorney Nicole Livingston … [Read more...]

Filed Under: American Academy of Estate Planning Attorneys, Beneficiary Designations, Blended Families, Charitable Giving, Charitible, College Planning, Digital Assets, Divorce Protection, Estate Planning, Estate Tax, Estate Taxes, Funding, Gifting, Healthcare Directives, Healthcare Power of Attorney, Incapacity Planning, Inheritance Planning, Inheritance Tax, Law Changes, Legacy Planning, Living Trusts, Medical Directive, Pet planning, Planning for Minor Children, Privacy, Probate, Probate avoidance, Revocable Living Trust, Singles, Special Needs Planning, Special Needs Trust, Taxes, Trustee, Trusts, Wills Tagged With: American Academy of Estate Planning Attorneys http/www.aaepa.com, Asset Protection, Charitable Giving, Comprehensive Estate Plan, Estate Plan, estate planning, Estate Planning Attorney, Estate Planning Checklist, Estate Planning Documents, Estate Planning Goals, Incapacity Planning, WNAV Radio http://www.wnav.com

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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…
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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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