Thursday, May 17, 2012

4 Reasons You Absolutely Need a Will

Everyone talks about why you should have a Will; here are four bulletproof reasons you must have one!

You've heard it all before, you should have a Will or estate plan. Less than 40% of people in the U.S. do, which given how much we hear about it is alarming. Well, it's true, you SHOULD have a Will or estate plan and here are four reasons you MUST.

1. So everything that happens is your choice.

There is nothing more important than having what happens to you and your property and family be a result of your own choice. Now some of my more esoteric friends claim that everything that happens is a result of our own choosing, but that's not the point here. What this reason refers to is having what happens during your disability or upon your death be outcomes that you choose and not those that are chosen for you by politicians, inappropriate family members or strangers.

2. Keeping the politicians out of your family's business.

If you have a Will and/or plan you control who is involved and what happens. But if you don't, all bets are off and you, upon disability and your estate upon your death are under full control of the Courts where you live. I don't know anyone who is happy with that.

Also, why wait for politicians to solve your issues. If you are in a State that doesn't permit domestic partnerships or same sex marriages, why wait for politicians to protect you. You can do it all yourself, privately, elegantly and effectively.

3. Your kids go with whom you choose, not a foster family.

Need anymore be said on this point?

4. Your plan = your plan, not some politician's plan or unwanted family member's ideas.

When you have your own plan, you design it, construct it and own it. Everything that happens is a result of your own choices. With our society the way that it is, why not keep things the way that you want? Who wants to be on the TV news?

There you have them: 4 bulletproof reasons you MUST have your own Will or estate plan. If you want to know how any of this applies to you, just send me an email to: bgreenberg@kgattys.com or call me at: 303-688-3535.

Thank you for your interest and I look forward to your joining our conversation.

Bernie Greenberg

Wednesday, May 9, 2012

Helping Your Clients Overcome Tax Planning Paralysis | American Academy of Estate Planning Attorneys - Blog

Many people are unaware of how significant the tax changes coming at the end of this year actually are. This article (just click the link below) is an excellent summary of several of those and I encourage you to read this and pass it along to family and friends.

Unless Congress acts, these changes are in the law and will be the law on January 1, 2013. You can protect yourself and your family by being aware of the changes and taking actions now.

Helping Your Clients Overcome Tax Planning Paralysis | American Academy of Estate Planning Attorneys - Blog:

'via Blog this'

Let me know what your thoughts are. If you want to know how these changes may affect you and your family, please send me an email at: bgreenberg@kgattys.com or call me at: 303-688-3535.

Thank you for your interest in estate planning and I look forward to your joining our conversation.

Bernie Greenberg