It's all about your "stuff" more commonly referred to as your assets which in essence is "your estate". What planning do you have in place to make sure that your real estate, savings, IRAs, jewelry, art, etc. will be distributed to those that you intend? In other words have you completed a comprehensive estate plan that will determine who will inherit what you want, when you want and how you … [Read more...] about FREE Estate Planning Seminars Next Week! Is Your Estate Protected?
This article was written by Stephen C. Hartnett, J.D., LL.M., Associate Director of Education, American Academy of Estate Planning Attorneys, Inc. and provided to you courtesy of Attorney Nicole Livingston, SinclairProsser Law A comprehensive estate plan is one that includes all the documents necessary to handle the affairs of the person if they were to die or become incapacitated today. That … [Read more...] about A Comprehensive Estate Plan Includes Funding
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)
When we hear the term “estate planning”, one often thinks it is something done by their parents or the elder generation. Also, many contemplate whether planning is even necessary, as they do not believe they have enough in way of assets, or the adage that I am too young for anything to happen to me. Society moves faster every day and it is essential for people of all ages to plan and ensure … [Read more...] about Do Young People Need Estate Planning?
"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)
One reason that is often given for not leaving inheritances in trust is that the parent wants the child or other beneficiary to be able to use the inheritance to buy a house, start a business, or invest for retirement. This is a common misunderstanding. Just because an inheritance is left in trust for a beneficiary does not prevent the inheritance from being used for these purposes. Your … [Read more...] about A Common Misunderstanding About Trust Distributions
THE ANNAPOLIS SEMINAR IS NOW FULL BUT WE HAVE PLENTY OF SEATS STILL AVAILABLE IN BOWIE, EDGEWATER AND CHESAPEAKE BEACH! SinclairProsser Law is please to invite you to our upcoming Estate Planning Seminars in September of 2016. To register visit https://www.sinclairprosserlaw.com/seminars/ or call (410) 573-4818 and (301) 970-8080. The presentation establishes the necessary components of … [Read more...] about Did you forget to sign up for our FREE Estate Planning Seminars – September 2016
"How to Title a Burial Plot" by Attorney Nicole Livingston … [Read more...] about How to Title a Burial Plot (Audio)
After you signed your estate planning documents, the next logical question is where should I keep my documents? The answer really depends on your individual circumstances. The Register of Wills office in the county where you reside can store your Last Will and Testament in their safe for safekeeping purposes. If you think someone will destroy your will or tamper with your will, then it is … [Read more...] about Where Should I Keep My Will?