by Jerry Kessler | Oct 23, 2018 | With Your Family in Mind
Happy Hills Client Charlie owns and lives in a condo in Happy Hills, a gated community. He is a widower, with three adult children. He has a Revocable Living Trust, which benefits his children. He has provided his Home Owners Association with a guest list, people who...
by Jerry Kessler | Sep 25, 2018 | With Your Family in Mind
Living Trusts The Cast of Characters One of the most useful, flexible and cost-effective legal devices available is the Revocable Living Trust. If properly drafted and funded, a trust can enable us to avoid probate and perhaps save hundreds of thousands of dollars of...
by Jerry Kessler | Aug 29, 2018 | With Your Family in Mind
Estate Planning: A Cautionary Tale Grandpa committed an act of kindness: He executed a living trust to ensure that after his death, his assets would be distributed in accordance with his wishes, without the expense and inconvenience of probate proceedings. He...
by Jerry Kessler | Jul 24, 2018 | With Your Family in Mind
Estate Planning: Acts of Kindness How may we best protect our families, while allocating our resources sensibly? By carefully considering the needs of our families, we find our answers—and earn some peace of mind in the process. Who should inherit our assets when we...
by Jerry Kessler | Jun 26, 2018 | With Your Family in Mind
Beauties of the Buy-Sell Thomas, Richard and Harold (the proverbial “Tom, Dick and Harry” in corporate executives’ clothing) are the sole officers, directors and stockholders of a small but successful service-oriented corporation. During the company’s four years of...