-Written by Gerry Kane When It Comes To A Supplemental Needs Trust, Out of Sight Should Never Be Out of Mind You’ve been a responsible planner for your family’s future, especially your child with special needs. You’ve met with an attorney, set up a Supplemental or...
Helping You Protect Your Loved Ones And Your Legacy
Month: February 2011
Does your Estate Plan need to be redone? –The Straight Scoop on the New Tax Law
The Straight Scoop on the New Tax Law and Your Estate Plan Tax laws are confusing on a good day… What you can deduct… What you have to claim… And with all the recent changes to the laws, it’s almost impossible to know if you’re doing the right thing. We’re hoping this...
Should you name your kids as Co-Trustees
Should I name my kids as co-trustees? My clients often ask me if they should name their children as co-trustees. Should this be done in your living trust? Answer: Naming your kids as co-trustees means that they must act together. If down the road they can’t agree or...
