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Jun
13
2017

Family Business Succession Planning

Posted by Danielle Streed

When it comes to setting up a living Trust, it is important to make sure that the Trust is funded.  Funding includes the transfer of assets such as your bank account, your home or your investments in to the name of the Trust or updating beneficiaries so the assets pass into the Trust at the time of [Read More...]



Categories: categoryEstate Planning



May
23
2017

Excluding a Difficult Child

Posted by Danielle Streed

For many families, the thought of excluding a child from receiving an inheritance is a very difficult topic to discuss, yet many parents have children who have created problems within the family or who have distanced themselves from the family for years. Whether the parent has an explanation for [Read More...]



Categories: categoryEstate Planning



May
09
2017

The Wipe Out Provision

Posted by Danielle Streed

When it comes to estate planning, many people do not have extended family members. They may not have children or grandchildren or for that fact they may not have any siblings, nieces,  nephews, parents or grandparents.  We have referred to this sometimes as a very dead-end family.  When setting up [Read More...]



Categories: categoryEstate Planning



Mar
28
2017

Single Parents and Estate Planning

Posted by Danielle Streed

It was recently Single Parents Day and it made me think about all the things single parents have to deal with alone...medical and dental appointments, getting the kids off to school, earning an income to provide for the family, and on and on. So when it comes to talking to single parents about [Read More...]



Categories: categoryEstate Planning



Mar
14
2017

Estate Recovery and Trust Planning

Posted by Danielle Streed

When it comes to setting up an estate plan, many people do not feel that they have enough assets to justify setting up a trust. The reality is that it only takes a small amount of assets to justify setting up a trust if you want to protect those assets from probate. Specifically, your home. When it [Read More...]



Categories: categoryEstate Planning


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