4 Tips for Creating an Estate Plan that Works!

/ By: Deborah Sexton, Estate Planning Attorney

Category: General

This is an article from the Law Office of Russell M. Blood (http://www.russbloodlaw.com) in South Jordan, Utah, that we thought others may find helpful. In a study conducted by caring.com in 2015, only 56% of...

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Beneficiary Designations … Gone Wrong!

/ By: Deborah Sexton, Estate Planning Attorney

Category: General

This is an article from Hunter Law Office (hunterlawoffice.net) in Fishers, Indiana, that we thought others may find helpful. I often tell clients that I could probably host a day-long “story time” to share things...

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Why You Should Create a Pet Trust

/ By: Deborah Sexton, Estate Planning Attorney

Category: General

This is an article from Potter Law Firm (www.potterestateplanning.com) in Charlotte, North Carolina, that we thought others may find helpful. A common misconception is that pet owners can leave money behind for their pets in...

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Am I Too Young to Start Retirement Planning?

/ By: Deborah Sexton, Estate Planning Attorney

Category: General

This is an article from the Law Offices of Cheryl David (https://cheryldavid.com/) in Greensboro, North Carolina, that we thought others may find helpful. Everyone knows that retirement planning is important; however, people are often unsure...

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No Charitable Deduction in 2018?

/ By: Deborah Sexton, Estate Planning Attorney

Category: Estate Planning, Legal education

The tax bills passed by the House and Senate would eliminate deductibility of state income tax and nearly double the standard deduction, dramatically reducing the number of people who would benefit from itemizing their deductions....

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Millennials, Don’t Forget Estate Planning

/ By: Deborah Sexton, Estate Planning Attorney

Category: General

This is an article from the personal finance website, Nerdwallet (https://nerd.me/2mhM0nv) in San Fransisco, California, that we thought others may find helpful. Ask Millennials to write down a list of their plans and it’s likely...

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