by Jerry Kessler | May 1, 2016 | With Your Family in Mind
Successor Trustees Allan and Barry Client were twin brothers who lived in Ventura. Longtime business partners, they sold their manufacturing company, cashed out and retired by the time they were in their late sixties. Neither had ever married, and neither had...
by Jerry Kessler | Apr 1, 2016 | With Your Family in Mind
An Alternative to Probate This article is not for you if: you have nothing; or you have no one to leave anything to; or you don’t care whatever happens to your money and real estate and stuff after you die; or you like the idea of paying money (lots of money) to...
by Jerry Kessler | Mar 1, 2016 | With Your Family in Mind
Estate Planning: Carrying Out Our Wishes Who will get our property when we’re done with it? By means of careful estate planning, we can provide for our loved ones and insure that our wishes will be carried out. Estate planning includes enumeration and evaluation of...
by Jerry Kessler | Feb 1, 2016 | With Your Family in Mind
Funding Choices in the Estate Plan John and Josie Grantor have a revocable trust, of which they are the co-trustees and co-beneficiaries. If something happens to either of them, the survivor will have access to the interest and principal for the rest of his/her life....
by Jerry Kessler | Jan 1, 2016 | 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...
