by Jerry Kessler | Feb 21, 2017 | With Your Family in Mind
Estate Planning: What Happens to My Business If I Die? A friend, whom we’ll call Charlie, has assets in excess of $1,000,000.00, including his own business, a corporation in which he is the sole shareholder, director and officer. He asks, “If I die, what will happen...
by Jerry Kessler | Jan 24, 2017 | With Your Family in Mind
A Data List for Successor Trustees What if you have a living trust but you become seriously disabled or die and you have been living alone? How will your successor trustee know what to do, who to contact, and how to locate and access your trust documents, accounts and...
by Jerry Kessler | Dec 28, 2016 | 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...
by Jerry Kessler | Nov 22, 2016 | With Your Family in Mind
Leaving It to the Kids Jared Client, age 45, was divorced. He shared custody of his two daughters, age 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 | Nov 1, 2016 | With Your Family in Mind
Taking Care of Business Estate Planning isn’t a fun topic. No one wants to contemplate his own mortality. Nevertheless, most of us do care about what would happen to our loved ones if we were gone. Most of us have worked hard to acquire assets and build whatever...
