by Jerry Kessler | Dec 27, 2017 | With Your Family in Mind
New Year’s Resolutions It’s New Year’s Resolutions time, an ideal opportunity to get our legal and financial houses in order. Here are some resolutions we can all accomplish: 1. Organization: • Label and store all closed bank and financial accounts. • Place an...
by Jerry Kessler | Nov 27, 2017 | With Your Family in Mind
Estate Planning Case Studies The Names Have Been Changed Attorneys’ fortunes rise and fall with the ringing of the phone. Some calls bring employment opportunities. Others signal the end of a representation. Many calls concern estate planning and probate. There are...
by Jerry Kessler | Oct 25, 2017 | With Your Family in Mind
Estate Planning, or “How to Survive Death (at least financially)” One of the important features of owning property is the right to give it away. How to transfer assets to our beneficiaries when we die– without losing it to taxes, attorneys, courts and litigious...
by Jerry Kessler | Sep 27, 2017 | With Your Family in Mind
The Spouse in the House Tom Trustor was a 65-year-old widower with three grown sons. He lived in a house he’d bought ten years ago, after his wife died. According to the terms of Tom’s revocable living trust, after his death, all his assets would be distributed to his...
by Jerry Kessler | Aug 30, 2017 | With Your Family in Mind
Estate Planning: Questions and Answers Estate planning is the process by which we arrange for the eventual transfer of our property to our beneficiaries, while minimizing probate fees and taxes. 1. What legal documents are used in estate planning? These include the...
