Posts Categorized: Gifting

3 Questions About Charitable Trusts

Oct 26, 2012 / By: Deborah Sexton, Estate Planning Attorney

Category: Gifting, Trust Funding, Trusts

Question 1: Don’t I need a lot of money to set up a charitable trust? You probably don’t need as much money as you think you do. A lot of people can set up a...

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Estate Planning and Giving to Charity – 3 Tips

Aug 13, 2012 / By: Deborah Sexton, Estate Planning Attorney

Category: Estate Planning, Gifting

For many people, giving a portion of your estate to a charity is often as important as ensuring that your children and descendants receive appropriate gifts. Even if you have rarely given to charity during...

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Trust Distribution Checklist

Oct 6, 2011 / By: Deborah Sexton, Estate Planning Attorney

Category: Advanced Estate Planning, Asset Protection, Deceased Person's Debts, Estate Planning, Federal Estate Tax, Gifting, Inheritance Planning, Legacy Planning, Online Accounts, Pay on Death, probate, Tangible Personal Property, Trust Funding, Trusts, Uncategorized

There are lots of ways you can have your trust distribute money to your beneficiaries. Here is a checklist of some of the jargon, considerations, and approaches involved in trust distribution. Too often people view...

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11 Intriguing Gift Tax Facts

Apr 13, 2011 / By: Deborah Sexton, Estate Planning Attorney

Category: Gifting

The most common misconception is that if you give away over a certain amount (i.e. $13,000) that you have to pay gift taxes.

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How to Gift

Feb 25, 2011 / By: Deborah Sexton, Estate Planning Attorney

Category: Estate Planning, Gifting

If you’re like most people, you enjoy seeing your loved ones enjoying your gifts. It may surprise you to know that gifting is a part of estate planning. Sometimes, gifts are financial assets,...

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