by Danielle Streed | Jan 24, 2017 | Estate Planning, Uncategorized
One of the most important things that many of us will face as children is helping our parents stay out of a nursing home. Many parents cannot imagine losing their independence while the children wonder if their parents are truly safe in the home. There is no perfect...
by Danielle Streed | Jan 9, 2017 | Estate Planning, Uncategorized
Approximately two-thirds of Americans believe that they can ultimately rely on their families to help provide long term care when the need arises. Unfortunately, many family members are not aware of the financial, emotional and physical toll that it takes to provide...
by Danielle Streed | Oct 25, 2016 | Estate Planning, Uncategorized
When you set up a will or a trust is important that the assets that you own complement the terms of that will or trust. For example, if you have a will or living trust and it says “At my death everything is to be divided equally between my then living children”, but...
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...
