by Danielle Streed | Oct 11, 2016 | Estate Planning, Uncategorized
The top ten things people choose to believe about estate planning: Beware~! You will never get dementia..so why plan now. Government benefits will be there when you need them..be it assisted living or the nursing home. You will not live to be 90 or older, so why save...
by Danielle Streed | Sep 30, 2016 | Estate Planning, Uncategorized
As we exit the Thanksgiving holiday and get ready to enter the Christmas seasoning it is a great time to talk about charitable giving. When people ask what will I give, what can I give or what gives me the best tax advantage, there is one easy answer. In December 2015...
by Danielle Streed | Sep 29, 2016 | Estate Planning, Uncategorized
When it comes to updating your estate plan, I tell my clients there is really no perfect time frame to update. In fact, it is usually a change in circumstances within the client’s family that really causes them to address a change or an update. I have had clients set...
by Danielle Streed | Sep 15, 2016 | Estate Planning, Uncategorized
When it comes to raising children every parent is concerned about every aspect of their children’s lives, from the time they are born until the time they move away. Even then, parents continue to worry about their children and their future. In fact, it is pretty...
by Danielle Streed | Sep 15, 2016 | Estate Planning, Uncategorized
When it comes to real estate and your estate plan, you may need to put some thought into how you want that real estate to pass. For many families, that could be farmland, a family cottage, the house the kids grew up in or other family properties. Many family members...
by Danielle Streed | Sep 8, 2016 | Estate Planning, Uncategorized
Many parents loan money to their children throughout the course of their lifetime. The problem is that many of these parents do not document the debt or keep a log. At death, the job of deciphering the notes is left to the successor trustee or administrator. Many...
