by Jerry Kessler | May 25, 2018 | With Your Family in Mind
Obituary Hal, a onetime close friend of mine, died last week, from complications of old age. We hadn’t been in touch for a while, and I didn’t know his circumstances until his cousin, Charlie, called me. Turns out, Hal had a house, furniture, a car, some good...
by Jerry Kessler | Apr 24, 2018 | With Your Family in Mind
Leaving It to the Kids Jared Client, age 45, was divorced. He shared custody of his two daughters, ages 10 and 12, with his ex-wife. (She was a loving mother, but Jared didn’t trust her with money. Her well-developed talent for spending was not matched with a talent...
by Jerry Kessler | Mar 28, 2018 | With Your Family in Mind
Estate Planning: Spring Cleaning Spring is an ideal time to put our legal and financial houses in order. Here’s some housework you can do without straining your backs or dirtying your hands: • Prepare a summary of your current assets and debts. Keep open-account...
by Jerry Kessler | Feb 21, 2018 | With Your Family in Mind
The Living Trust: “What’s In It for Me?” The benefits of a living trust include carrying out our wishes when we die, avoiding the cost, time, publicity and inconvenience of probate proceedings, and possibly saving our beneficiaries hundreds of thousands of dollars of...
by Jerry Kessler | Jan 22, 2018 | With Your Family in Mind
The Living Trust: Doing It Yourself? So, you’ve decided that you want to do some estate planning. You know that a properly funded living trust will protect your assets from the time and expense of probate proceedings. Cost is an issue, so you’re considering the...
