Believe it or not, when your child turns 18 he or she is considered a legal adult, and that means that even as their parent you no longer have the ability to control their financial or personal decisions. This makes it difficult to safeguard their physical and financial well-being. Even parents with the most responsible children may have restless nights knowing their child is now exposed to the world without protection. Particularly when your child goes off to college, it becomes important to be able to manage their finances and have access to medical records and grades. While your college-bound child may find it imposing, unnecessary or laughable, it is a good idea to have your young adult execute a General Durable Power of Attorney, Health Care Power of Attorney and HIPAA Release, so you can act on your adult child’s behalf while he or she is enjoying the new experience of college.
with Jack W. Kennedy III, President & CEO of KENNEDY INVESTMENT GROUP
The Begley Law Group is pleased to announce Jack will be co-presenting a financial planning seminar on June 21st. In advance of the event, The Begley News asked Jack five brief questions about KIG and its personal client approach.
What inspired you to establish Kennedy Investment Group?
The inspiration behind KIG was to create a customer-focused practice that truly viewed its client’s as its employer. The goal was to nurture an environment where results are never measured through corporate profits but rather through the lens of successful customer outcomes and accountability.
At KIG, we will never make a recommendation on the first appointment. We will never discount the fact that we our responsible for managing our client’s life savings. It is critical that we take the time to intrinsically understand the entire picture prior to offering any recommendations. It’s a responsibility we understand and passionately embrace every day. It’s also the very reason for our success and that of our clients.
We are 68 year olds and put off way way too long making estate, living will plans regarding each other and the 5 children we have through our 2nd marriages. One of our children is a 29 year old adult with autism.
WHAT A RELIEF we felt after meeting with Thomas Begley! I could say that again and again. Thomas Begley provided us with direction so that we could make firm decisions for ourselves and all children. I sincerely believe that his specialty in planning for a family member with special needs was most valuable and insightful for us to know that our special needs son will maintain his current level of care. Thomas Begley sat with us for all the time it took to make plans and he consistently asked us and made sure we understood options and all terminology. I have to say again, what a relief. All is in order and it feels good.
Begley Law Group was efficient, thorough and professional. Their team took the time to explain all the documents in a timely fashion. We could not be happier with the services they provided for us. Would highly recommend to anyone looking for Estate Planning.
~ Tom & Lisa O’Neill
Everyone we worked with at Begley Law Group has been efficient and dedicated to doing a good job for us. We got good advice and complete information needed to make decisions. Our wills, powers of attorney, etc. are all in good order now.
I have already recommended that a colleague use Begley Law Group, an outstanding group of attorneys who led me through several 2019 changes to my estate. It was my needs and questions about which Tom Begley was concerned. I appreciated explanations given, questions answered and suggestions given. Never was I rushed forward. Communication by phone and email was perfectly timed and appointments were punctual, relaxed and always friendly. I came away with a set of documents that are exactly what I had hoped for. I am enormously pleased that this experience, my second with Begley Law Group, was outstanding.
Very professional and helpful in all aspects of the planning for my estate.
I would highly recommend this law group to everyone. Very reasonable in cost as well.
Begley Law Group remains fully operational. We are here to serve the needs of our clients and help with legal issues. Rest assured, our operation has not been interrupted. Effective immediately, we are encouraging our clients to take advantage of alternate means of meeting with us (Zoom, FaceTime, and/or by phone), rather than in-person. We can help you select and set up the mode of communication that will work best for you. For clients who need to have their legal documents signed, please call our office so that we can arrange to have your documents executed in as safe an environment as possible. Please contact us if you have any questions.