Category Archives: Uncategorized

10 Life Events That Should Trigger A Review Of Your Estate Plan

By Sabrina Winters

I know that reading your Will or Trust is not the most interesting reading material you have laying around your house.  However, for your estate plan to work it is important that it changes as your life changes.  No estate plan should ever be treated as a sign it and forget it document or stuffed [...]

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It Could Happen To Any Of Us At Anytime

By Sabrina Winters

My best friend and I talk almost every day, at the very least every other day.  I have to admit we don’t always have something “important” to say, but we have been friends for almost 25 years so I guess you don’t need to justify the call with a reason.   So, when I called [...]

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Federal Estate Tax Changes For 2012

By Sabrina Winters

The IRS announced recently that the amount that an estate is exempt from estate taxes will increase next year. Anyone dying in 2012 the basic exclusion from estate tax amount will be $5,120,000 (up from $5,000,000 in 2011).   The annual gift amount per year per person will remain at $13,000.00.

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You Think Your Kids Are Not Thinking About It? Guess again!

By Sabrina Winters

Teenagers have a completely different reality from adults…as it should be.  A time of no worries, no major life altering stresses, and it is typically all about them.  But, when it comes to certain adult subjects, they may be more adult in their thinking than we may think.  This is what a 16 year old [...]

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What Did Steve Jobs Have In Common With A US Supreme Court Justice?

By Sabrina Winters

The passing of Steve Jobs, the CEO of Apple, hit many hard in a variety of ways.  He died as a result of pancreatic cancer…a cancer that actually shows its’ ugly head through a variety of signs.  But what are they? Supreme Court Justice, Ruth Bader Ginsburg had a small pancreatic tumor removed years ago [...]

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5 Tips To Make A Senior’s Home Safer

By Sabrina Winters

As the saying goes, “home is where the heart is.”  Home means many things to many people- warmth, comfort, security and love to name just a few.  We need to keep some of those ideals close to mind when safeguarding one of the most dangerous places in the home for our elderly or disabled family [...]

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It IS All About You!

By Sabrina Winters

I over-heard something while attending a health fair the other day at a retirement community.  An older adult child was attending the fair with her older parents; if I had to guess they were in their early 70′s.  Mom stopped to talk to me about why she needed a will at her “old age” (her [...]

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What is a Senior Center?

By Sabrina Winters

What exactly is a Senior Center?  Since September is National Senior Center month I thought this would be an appropriate question since Senior Centers are invisible in most people’s lives including the very people these centers target as a key demographic. Would you believe, according to National Council on Aging, that there are approximately 11,000 [...]

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The Meaning Of Labor Day

By Sabrina Winters

Labor Day…hot dogs, hamburgers, corn on the cob and a good cold drink! We all celebrate it in some fashion or another.  It is that time of year when we soak up every last  bit of summer fun that we can with parades, family get-togethers, beach trips and maybe even a day off if we [...]

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Do You Know The Warning Signs For A Scam?

By Sabrina Winters

There are numerous scammers out there, many of whom prey on the elderly.  The Better Business Bureau has some guidelines to follow to prevent these scammers from taking advantage of your loved ones. Full article: Financial Elder Abuse – BBB Has Warning Signs and Offers Prevention Tips. If you think that someone you love has [...]

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