by Jerry Kessler | Jul 25, 2017 | With Your Family in Mind
Travel Time Checklist You’ve planned your summer vacation. Now let’s do a checklist: 1. Clothing: List generically, per day. Then lock in specifics. Some clothing can be rinsed out in hotel rooms or sent to a hotel’s laundry. 2. Accessories: List cameras, tripods,...
by Jerry Kessler | Jun 27, 2017 | With Your Family in Mind
Speedbumps and Firewalls and Bears, Oh My Recently, a lady called to inquire about estate planning. She had a house, a rental condo, some money in the bank, a pension, a car and some “stuff”. She also had a lawsuit pending against her, the result of an auto accident....
by Jerry Kessler | May 25, 2017 | With Your Family in Mind
Estate Planning: Do You Know Where Your Trust is Tonight? Periodically (and unfortunately all too often) we get calls from clients: “Do you have our original, signed living trust documents?” “No, I’m sorry.” “Are you sure? “Yes. We make it a practice not to retain...
by Jerry Kessler | Apr 25, 2017 | With Your Family in Mind
Estate Planning: What does it take to get your Attention? Estate planning isn’t for everyone. If you have less than $150,000 of gross aggregate assets in your name, alone, a will may suffice. If you don’t care about future cost to your beneficiaries, the prospect of...
by Jerry Kessler | Mar 30, 2017 | With Your Family in Mind
Loose Ends Hoping to save his children the cost and inconvenience of a probate proceeding after he died, Joe Client had executed a living trust. He had funded his trust, taking title to his assets as trustee of his trust. Later, Joe re-financed his house. He took the...
