Posts Categorized: Uncategorized

2013 Estate Tax Guidelines In Place

/ By: Deborah Sexton, Estate Planning Attorney

Category: Uncategorized

The estate tax guidelines for 2013 have been established now that we have gotten past the budget stalemate that was keeping everything in limbo. In the final analysis those who favor tax relief have cause...

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Do You Remember Your Beneficiaries?

/ By: Deborah Sexton, Estate Planning Attorney

Category: Uncategorized

All too often beneficiaries are listed and forgotten. At the time, you might feel your list of beneficiaries is accurate and reflects your current life, but a year later that might not be the case....

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Trust Basics: Trust Type

/ By: Deborah Sexton, Estate Planning Attorney

Category: Uncategorized

All trusts operate in the same basic manner. A person, known as a grantor, settlor or trustor, decides to create a trust. The grantor then decides what property the trust should own, what rules it will...

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Hurricane Sandy Victims Need Your Support

/ By: Deborah Sexton, Estate Planning Attorney

Category: Uncategorized

If you are able to send support to the victims of hurricane Sandy, there are several ways you can do it. ABC news.com has compiled a list of organizations providing charitable support to the recovery efforts....

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3 Financial Dangers for Retirees

/ By: Deborah Sexton, Estate Planning Attorney

Category: Uncategorized

As a retiree, it’s important to closely monitor your finances so you will not only be able to manage your living expenses, but also preserve what you have so you can have more to pass...

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3 Tips to Improve Your Estate Plan

/ By: Deborah Sexton, Estate Planning Attorney

Category: Estate Planning, Uncategorized

Work with a qualified estate planning attorney; while legally, you can create your own legal documents or download them from the internet, it’s not recommended; and, do-it-yourselfers often find that their estate plans don’t work...

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On All Too Common Estate Planning Mistake

/ By: Deborah Sexton, Estate Planning Attorney

Category: Uncategorized

After their bitter divorce, Susan rushed to update her estate planning documents. She wanted to make sure that Tim would not receive her property or have control over her health care and financial decisions, but.......

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