Tuesday, October 7, 2014

Country Rocking At Peace

Billy and Bonnie are feeling good. As we’ve written over the past few weeks, they now have living trusts to avoid probate, know that their son would save capital gains taxes if he sells the Happy-Cola stock he will receive after their deaths, and do not have to do mess around with other complicated planning to keep from giving Uncle Sam inheritance taxes after their deaths.

Billy knows he’s given Bonnie a gift that will keep on giving even long after he is gone. Bonnie treasures how Billy ‘went over the line’ again when he bought her this present of planning ahead.

Just like all the other gifts he’s found for her over the years, Bonnie says she doesn’t ‘deserve’ it. But she is happy to have it, because it is for her whole family.

This time, Billy just went right ahead and gave her something that she knows protects their two grown-up babies, their grandbabies, and even Billy himself. Now they can go back to sit on their front porch rocking together, with Billy just watching Bonnie’s hair turn gray - at peace together for as long as they have.

Wynonna Judd would surely be proud of her Billy figuring out what Bonnie needed before Bonnie even realized she wanted it. Bonnie came first with Billy; Billy and their family came with Bonnie. So Billy had every reason he could possibly need to keep going over the line to care for them all.

For advice about taking care of your own family’s future, please call us for an estate planning appointment at (815) 436-1996. ©2014 Gruber Law Office, Ltd.

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