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JohnGrant Law Blog

A blog for the ongoing discussion about wealth protection.

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JohnGrant Law Blog | lawyerjohngrant.blogspot.com Reviews

https://lawyerjohngrant.blogspot.com

A blog for the ongoing discussion about wealth protection.

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1

JohnGrant Law Blog: March 2011

http://lawyerjohngrant.blogspot.com/2011_03_01_archive.html

A blog for the ongoing discussion about wealth protection. Thursday, March 31, 2011. Clients Still ‘Thinking About’ a GRAT? Tell ‘Em Act Now Before Congress Does. What is a GRAT? Presidential Call to Restrict GRATS. Thursday, March 3, 2011. Helping Clients Assume Control of Their Aging Parent's Finances. Start With a Compromise. Options for Outside Help. Convincing senior parents to turn over management of their bank accounts can be more challenging than taking away their car keys. After all, Mom and...

2

JohnGrant Law Blog: August 2011

http://lawyerjohngrant.blogspot.com/2011_08_01_archive.html

A blog for the ongoing discussion about wealth protection. Thursday, August 18, 2011. Parenting and Estate Planning Part One:When Kids are Young. We spend a lot of time listening to parents talk about their kids. We bet you do, too! After all, what’s more germane to financial and estate planning? We thought it might be useful to share some insights that we have gathered to help you counsel your clients and to prepare them for discussions they may have during the designing phase of an estate plan. In summ...

3

JohnGrant Law Blog: July 2011

http://lawyerjohngrant.blogspot.com/2011_07_01_archive.html

A blog for the ongoing discussion about wealth protection. Thursday, July 28, 2011. Why You MUST Use a Living Trust When Planning with Business Owners. In our last article, we discussed how to grow your business by doing business owner reviews. In this issue, we want to strongly recommend that if you are working with a business owner, using a Revocable Living Trust (RLT) as the main planning tool is critical for several reasons. Control by the Right People, Not the Judge! Should it be shut down? In some ...

4

JohnGrant Law Blog: April 2011

http://lawyerjohngrant.blogspot.com/2011_04_01_archive.html

A blog for the ongoing discussion about wealth protection. Wednesday, April 27, 2011. But Why Can’t I Just Use the Internet? As advisors you may occasionally have clients approach you about using online “Will kits” or software to produce estate planning documents. These kits are popular because they’re cheap. However, your client risks subjecting his survivors to a bundle in legal fees to fix what often turn out to be useless documents. Nothing Compares to Legal Experience. 1 State Probate Laws Vary.

5

JohnGrant Law Blog: June 2011

http://lawyerjohngrant.blogspot.com/2011_06_01_archive.html

A blog for the ongoing discussion about wealth protection. Thursday, June 30, 2011. Living Trusts Provide Protection for Your Client's Potential Incapacity. Nobody knows. Life brings unexpected changes (i.e., car accidents, diseases and other crises). But if we take time to plan for these potential events, we can save clients from the inevitable stress and problems that accompany declaring them legally incapacitated. Don't Let Your Client Do Nothing. Living Trusts Save Money. Wednesday, June 29, 2011.

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A blog for the ongoing discussion about wealth protection. Thursday, August 18, 2011. Parenting and Estate Planning Part One:When Kids are Young. We spend a lot of time listening to parents talk about their kids. We bet you do, too! After all, what’s more germane to financial and estate planning? We thought it might be useful to share some insights that we have gathered to help you counsel your clients and to prepare them for discussions they may have during the designing phase of an estate plan. In summ...

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