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John Rogers Burk
49 followers -
I am an experienced Estate Planning and Timeshare attorney who has a passion for what I do.
I am an experienced Estate Planning and Timeshare attorney who has a passion for what I do.

49 followers
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John Rogers's posts

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This is an excellent article and right on point!
Don’t Automatically Disinherit a Child With Special Needs - The Medicaid program is a government health insurance program. This program is administered by the federal government along with each state government in a joint effort. To qualify for Medicaid, an applicant must be able to clearly demonstrate a significant level of financial need. There is a limit on countable assets of just $2,000. As you might imagine, many children with special needs are enrolled in the Medicaid program. This can be absolutely necessary, because care and treatment for a disabled child can cost millions of dollars over the course of a lifetime. A loss of benefit eligibility could be catastrophic. If you have a child with special needs in your family, you may have the desire to include this loved one in your inheritance plan. However, you may decide to disinherit the child, because you don t want to do more harm than good, because the inheritance could result in a loss of Medicaid eligibility. Take the Right Steps The logic that we laid out above makes perfect sense

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Dinner with Raymond James Trust Manager Roger Fakes and Financial Planner Tom Cicchini.

Over the summer I had some good experiences with fellow Rotarian and Raymond James Financial Planner, Tom Cicchini.  Tom arranged a dinner meeting with Roger Fakes, the Vice President and Trust Consultant for the Southwest Region of Raymond James Trust.  I was impressed with the personal attention that Raymond James Trust gives to each of their clients.  Although it is a nationwide Trust Company, the primary contact is your local Financial Planner; in this case that would be Tom Cicchini.

Tom also invited me to present short estate planning seminars at two dinner meetings that he arranged.  We all had a great time together and I enjoyed answering questions about estate planning for the group
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Our firm signed up with 180 Fusion. We'll let you know what results we have in a few months. So far, things seem to be moving slowly.
Within just 12 weeks of beginning work with 180fusion, this subsidiary of CBS was able to achieve Page 1 Organic Rankings on Google for 13 out of 30 targeted keywords!

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I enjoyed my radio appearance on FM 105.5 's Real Estate Insider show hosted by Ellen Herrie, a Real Estate Consultant with Showcase Real Estate Group.  Pictured with me is guest Sandy Donaldson the Branch Manager at Stanford Mortgage.  Ellen led a lively conversation about the need to plan ahead on important life matters.
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Roger attended the Westlake, Grahl, and Glover annual IRA Update Luncheon. It was held at the Granite Bay Golf Club on May 20, 2015. The presenter was Monika Reyes, CFP, CFS, a Senior Advisor at Westlake. Her presentation was an excellent update on IRA issues, planning, and solutions. Westlake, Grahl, and Glover is a private wealth advisory practice of Ameriprise Financial Services, Inc.
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We had another very informative South Placer Estate Planning Council event last night!

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It's difficult to think about, but this is a question couples need to ask.  
What Happens to a Living Trust When One Spouse Dies? - To a large extent, you control the outcome when you plan your estate.  This is what it is all about.  Legally binding documents do not rule you; it is the other way around.  You utilize specific documents to facilitate the fruition of your wishes. With this in mind, let s look at the question that serves as the title of this post. Separate Living Trusts for Married Individuals When you create a living trust, you have a great deal of control over the terms of the trust.  If you are married, you could create a joint living trust with your spouse.  On the other hand, you and your spouse could each have your own respective living trusts. The outcome after the death of one individual would depend on the circumstances.  If each party had a separate living trust, the terms of the trust in question would be carried out by the trustee after the death of the trust holder.  The surviving spouse would have no control over the outcome. When each person in the marriage has significant separa
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