Written by Gerry Kane So your child is graduating high school and moving on to college and I’m sure you are so proud. As soon as your baby turns eighteen the child now makes their own health care decisions, you as a parent can’t receive confidential medical...
Year: 2011
After 30 Birthdays…
Thank you everyone who sent Karen Happy Birthday Wishes recently! She had a fantastic day, having lunch with friends and dinner with her husband… She has a theory about getting older. She hates it. She has developed a way of coping for Post-Three O, and it’s worked...
Feng Shui eZine…Marriage… and the Purple Belt
We have a new look to our newsletter, and I hope you like it as well or better than our previous format. We want to offer some more content that is difficult to access through an email, so we are bridging it through to our blog. And we’re going to be offering some...
Proactive Medicaid Planning-A Smart Move for your Family’s Future
Proactive Medicaid Planning – A Smart Move for Your Family’s Future You’ve met with an attorney, set up a trust and you can breathe a sigh of relief. Your work is done, right? Unfortunately not. Aging brings with it the potential for loss of personal freedom as well...
What If…
Most people start the process of estate planning to deal with “What If”. What If you died and your children were still too young to care for themselves? What If you were no longer physically able to care for yourself? What If you had very specific instructions for how...
When It Comes To A Supplemental Needs Trust, Out of Sight Should Never Be Out of Mind
-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...
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...