Your Long Range Plan Video

your long range plan video

Host: Sandwich Estate Planning and Elder Law Attorney John G. Kennan Episode 1, 2022 Welcome to the first edition of Your Long Range Plan. Hosted by John Kennan, Sandwich-based Estate Planning and Elder Law Attorney, serving clients from Boston to Provincetown. Attorney Kennan co-hosts Your Long Range Plan with area experts in the legal and … Read more

Having a Plan

Having A Plan Many of my clients are reaching out to me to say how they are more confident than ever in the estate planning we did together. There is a more heightened sense of “do I have my affairs in order, is there anything else I should be doing in case I get sick … Read more

Can My Family Inherit My Season Tickets?

Sports fans with season tickets may want their families to enjoy the tickets after they are gone, but passing on these tickets may not be simple. So, can my family inherit my season tickets? Getting season tickets to your favorite sport is not always an easy task. Season tickets for some teams can cost a lot … Read more

Using a Roth IRA as an Estate Planning tool

A Roth IRA does not have to be used as just a retirement plan; it can also be a way to transfer assets tax-free to the next generation. My clients are often using a Roth IRA as an estate planning tool. Here’s why: Unlike a traditional IRA, contributions to a Roth IRA are taxed, which means … Read more

Declining to Act as Power of Attorney

Acting as an agent under a power of attorney is a big responsibility and it isn’t something everyone can take on. It is possible to resign or refuse the position. There are two main types of powers of attorney – financial and medical. As the agent under a power of attorney, you act in place of the “principal” … Read more

How to Give Gifts to Your Grandchildren

Gifting assets to your grandchildren can do more than help your descendants get a good start in life — it can also reduce the size of your estate and the tax that will be due upon your death. Perhaps the simplest approach to gifting is to give the grandchild an outright gift. You may give each … Read more

How Much Should a Trustee Be Compensated?

Serving as a trustee of a trust can be a huge responsibility, so trustees are entitled to compensation for their work. The amount of compensation depends on the type of trustee and the complexity of the trust.  Depending on the trust, a trustee’s duties can include managing trust assets, making distributions to beneficiaries, paying taxes, and creating … Read more

Introduction to Retirement Planning

Retirement has changed radically over the last several decades in America. Years ago, when you expected to work most of your life for a single, large employer, you could count on a pension. 

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