Written By: Gerry Kane It’s “Date Night” Friday… The one night a week when you and your spouse spend time together…talk about the week…have a nice leisurely dinner…just the two of you. You’ve lined up a babysitter… You left money for the pizza delivery guy and a list...
Helping You Protect Your Loved Ones And Your Legacy
Year: 2010
Making Estate Planning Conversations a Family Affair
Written By Gerry Kane If you’re forward thinking enough to design an estate plan when your children are young, your primary concern is protecting them if something happens to you. When your kids are teenagers, you still want to protect them but you have a little more...
Intangible Estate Planning
“Intangible” Estate Planning – Thinking Beyond the Paperwork By Gerry Kane When you finally make the decision to plan your estate, you’ll hear the same words over and over again… Wills… Trusts… Revocable Trusts… Power of Attorney… Those words are the stock and trade...
Holiday Parties Without the Lawsuit Chaser
Holiday Parties Without the Lawsuit “Chaser” Written By Gerry Kane It’s that time of year again… Time to plan the office holiday party. It’s been a tough year everywhere and we’re all a little tempted to really let our hair down and kiss this year goodbye with a bang....
Ten Commandments of Financial Management When Money Is Tight
Ten Commandments of Financial Management When Money Is Tight Money problems can drive you crazy on a good day… But when you’re trying to run a small business and the country’s economy takes the kind of hit ours has in the last couple of years, problems with your...
Got Kids? Get an Estate Plan
Got Kids? Get an Estate Plan If you’re young, healthy and have small children, you’re probably busy trying to make a living to provide for your family. Most if not all of your time is spent thinking about babysitters, good schools, soccer games and PTA...
Are You Ready for the 2011 Tax Changes?
If ever there was a time to call your estate planning or tax attorney, now is that time. The tax cuts instituted by the Bush administration in 2001 and 2003 are set to expire in 2011 unless Congress does something to stop it before the end of this year. There are...
The Entrepreneur and Their Personal Legal Advisor – It’s Not Just About Lawsuits Anymore
Starting and running your own business requires you to be something of a gambler. Regardless of how much you plan, nothing is certain except that at least some of the million and one things you think can go wrong, will. To balance your penchant for taking a few risks...
Do Advance Directives Really Work?
Do Advance Directives Really Work? A Living Will… A Durable Power of Attorney… An Advance Health Care Directive… Any of these documents can help to establish your wishes when it comes to the medical treatment you receive at the end of your life. But do they...
Gifting to Nieces and Nephews – What You Don’t Know Can Hurt You (and Them)
Gifting to Nieces and Nephews – What You Don’t Know Can Hurt You (and Them) Picture this scenario… You’ve worked hard, saved and managed to accumulate some wealth. You’re not a robber baron by any means but you’re comfortable. Your siblings haven’t fared as...
