Happy Fathers’ Day

KJMWorking with my dad is something I’d never take for granted, and while we’re scarily similar in personality, we compliment one another perfectly professionally.  Dad is an old school litigator, committed to zealous representation and identifying with clients’ positions.  I am a “retired” teacher that sees the whole picture and couch clients’ views against what the other side might be thinking and feeling.  When Dad wants to put a stamp on something, I scan it for him.  When I want to look up a statute, Dad recites it from memory.  A couple of months ago, my brother and I were texting back and forth about a gift idea for Dad, and we got on the topic of Dad’s Kurtie-isms, his mantras.  My brother started thinking up some marketing ideas for the office.  Tell us what you think…  Kurtie-isms with a Meier & Barlow Catchphrase thrown in!

Call us, and we’ll attack your legal problem in a New York Minute!

Repetition is the Mother of all Studies, but that’s not how we bill!

Respect Your Mother– Get a Will!

Don’t Make a Career out of legal work- we already have!

An Automobile is Not a Toy– but if you get hurt in one, call us!

We Haven’t Seen You in a Month of Sundays– Call us for your legal work!

We’ll try to remember your name, but just in case, we’ll call you Bwob, Margaret, or George.

To the only guy that names the furnace, vacuum cleaner, and car top carrier; the guy that cleans the bottom of the boat every weekend; the guy that coordinates with the school principal to make sure his grandson’s teacher’s name is the fictitious Mrs. McGillicutty every year; the guy that Puts His Powers to whatever you need and can accomplish anything; the guy that wanted to name me Petuka after Tony Perez’s wife – to our most crazy Kurtie – Happy Father’s Day.   You might have moved down to my #2 spot on 4/10/07 and to my #3 spot on 7/4/10, but you’re still my favorite Daddio in the land!  We love your One of A Kindedness and wish you a year of Power to the People.  Truly Nolan!

Start Thinking About an Estate Plan

Developing an estate plan is the best intangible gift you can give your family, but the thought of doing so is not super glamorous.  Very few people wake up in the morning and says, “I should start thinking about my estate plan today.”

You know how you’ll never be inspired to work out, but if you actually put on your gym clothes and gym shoes, you are more likely to make your way to the gym?  Try the same approach with your estate plan.  Try making the following decisions and taking the following actions.  Consider that to be equivalent to tying up your running shoes.  It may inspire you to call an attorney the following week and to finally start drafting your estate planning documents!

Decisions About Your Children:

  • If your children are minors, who will make day-to-day decisions for them in your absence?
  • What is important to your family in the event of your death? Where will the children live? Who will care for them? Where will they go to school? What long-term and short-term goals and mandates do you have for your family?
  • Who will make financial decisions for them? Will that be the same person as the day-to-day decision-maker, or do you desire a system of checks and balances?
  • Do you want your children to inherit financial assets immediately on your death, or do you want them to get chunks of assets at certain ages?

Decisions About Your Assets:

  • What are your assets currently? Start by making a list of what you own. Think about real property, personal property, household goods, valuables, bank accounts and other deposits, investments, stocks pension and retirement benefits, rents, accounts receivable, and other property.
  • What are your debts currently? Think about mortgages, loans, monthly bills, medical bills, etc.
  • Do your assets have beneficiary provisions, and are they up-to-date?
  • Are there assets that could have beneficiary provisions that do not?
  • How would you like your assets to be divided during your life and/ or at your death?
  • Which person/people would you like to administer your estate as Executrix/ Administrator/ Trustee? Which decisions would you like him/her/them to make?

Decisions about Your Healthcare:

  • Who would you like to make healthcare decisions for you if you are incapable of doing same for yourself? It is smart to consider an alternate, as well.
  • Would you want life support or other life-sustaining measures if you were in a terminal condition?