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Author Topic: Estate Planning  (Read 3747 times)
Simon Dog
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« 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".
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Vt Big Rig
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« Reply #1 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;
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VT Big Rig
Diagnosed - October 2012
Started with NxStage - April 2015
6 Fistula grams in 5 months,  New upper fistula Oct 2015, But now old one working fine, until August 2016 and it stopped, tried an angio, still no good
Started on new fistula .
God Bless my wife and care partner for her help
Simon Dog
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« Reply #2 on: July 18, 2015, 09:21:53 PM »
Actually, I liked his direct approach.
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Charlie B53
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« Reply #3 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.
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Michael Murphy
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« Reply #4 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. 
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Simon Dog
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« Reply #5 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?
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Athena
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« Reply #6 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.
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Simon Dog
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« Reply #7 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.
« Last Edit: July 20, 2015, 07:00:40 AM by Simon Dog » Logged
Vt Big Rig
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« Reply #8 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;
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VT Big Rig
Diagnosed - October 2012
Started with NxStage - April 2015
6 Fistula grams in 5 months,  New upper fistula Oct 2015, But now old one working fine, until August 2016 and it stopped, tried an angio, still no good
Started on new fistula .
God Bless my wife and care partner for her help
Simon Dog
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« Reply #9 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.
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racko
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« Reply #10 on: August 08, 2015, 04:24:37 PM »
An attorney told me the same thing. I retained him.
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