I Hate Dialysis Message Board

Dialysis Discussion => Dialysis: General Discussion => Topic started by: Simon Dog on July 18, 2015, 06:34:58 PM

Title: Estate Planning
Post by: Simon Dog on July 18, 2015, 06:34:58 PM

Visited an estate planning attorney.  He told my wife and I:

"I do two things.  I minimize the taxes you kid has to pay when you die, and I protect you from nursing home costs".   He then looked at me and said "In your case we don't have to worry about nursing home costs since you'll be dead well before then".

Title: Re: Estate Planning
Post by: Vt Big Rig on July 18, 2015, 06:41:43 PM

Nice, I think I'd be finding a new guy and telling this one WHY!!!!  :sir ken; :sir ken;

Title: Re: Estate Planning
Post by: Simon Dog on July 18, 2015, 09:21:53 PM

Actually, I liked his direct approach.

Title: Re: Estate Planning
Post by: Charlie B53 on July 19, 2015, 01:44:37 PM

No tact.  I may outlive him just to prove I could. (Hopefully)

If he'd have said 'may die before then' I could have agreed.

Title: Re: Estate Planning
Post by: Michael Murphy on July 19, 2015, 07:04:45 PM

I would like to point out over half the people on my shift are over 80 and some in their early 90's. 

Title: Re: Estate Planning
Post by: Simon Dog on July 19, 2015, 08:40:12 PM

Quote from: Michael Murphy on July 19, 2015, 07:04:45 PM

I would like to point out over half the people on my shift are over 80 and some in their early 90's.

Yes, but how many of them started dialysis in their 50's?

Title: Re: Estate Planning
Post by: Athena on July 20, 2015, 02:08:42 AM

 Simon, it's good that you can see the funny side of things like these. If he's good at what he does, it might pay to keep him. People can be told to keep certain comments to themselves. If he doesn't get that, chances are he might not get a lot of other things.

Title: Re: Estate Planning
Post by: Simon Dog on July 20, 2015, 06:58:34 AM

Quote from: Athena on July 20, 2015, 02:08:42 AM

Simon, it's good that you can see the funny side of things like these. If he's good at what he does, it might pay to keep him. People can be told to keep certain comments to themselves. If he doesn't get that, chances are he might not get a lot of other things.

What was going through my mind was "What Would Bob P Say?".

I actually thought it was kind of funny.   I don't ask people to hold comments to themselves - it makes it harder to understand them.

Title: Re: Estate Planning
Post by: Vt Big Rig on July 20, 2015, 07:03:46 AM

Quote from: Simon Dog on July 18, 2015, 06:34:58 PM

I minimize the taxes you kid has to pay when you die, ......

I want to find the guy who can tell me  ..."I will make it so you and your wife run out of money on the day the last one of you dies!"

 :clap; :clap;

Title: Re: Estate Planning
Post by: Simon Dog on July 20, 2015, 07:07:15 AM

Quote from: Vt Big Rig on July 20, 2015, 07:03:46 AM

Quote from: Simon Dog on July 18, 2015, 06:34:58 PM

I minimize the taxes you kid has to pay when you die, ......

I want to find the guy who can tell me  ..."I will make it so you and your wife run out of money on the day the last one of you dies!"

 :clap; :clap;

Trivial, but not always the best deal - spend all your money on a dual life annuity.

Title: Re: Estate Planning
Post by: racko on August 08, 2015, 04:24:37 PM

An attorney told me the same thing. I retained him.