If you are too young to remember Kojak’s (Telly Savalas’ tv series) famous line, “Who loves ya, Baby?” then, you may not get my question, but no matter.. . It’s a quote just too fitting for me to let you know about our improved Client Care Membership Program. (It’s...
Most people who consider estate planning want to accomplish at least one of five specific goals. Those goals are: The ability to maintain control of assets while alive. This includes investment and managerial control. Access to the assets. This includes access to both...
On May 2, I was presented the sad news that one of my assistant’s mother, a widow for many years, has passed away. B. is grief stricken, of course, but there are a few circumstances surrounding her mother’s death that are especially hard on her and her siblings. On...
–Written by Gerry Kane Beyond the Allocation of Assets Estate planning is about much more than just deciding who gets what in the event of your death. It’s also about avoiding unnecessary taxes, and in the event that you have minor children, making sure that custody...
There are a multitude of reasons to have a living trust. We can’t begin to cover them all, but we will touch on three reasons very briefly here. Reason #1: Protecting Property for Certain Beneficiaries When most of us think about estate planning, we think about...
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...