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Oct
08
2015

Sandwich Generation

Posted by Danielle Streed

When we think of the sandwich generation,  many of us think of having young children at home and possibly caring for aging parents.  Realistically,  the definition of a sandwich generation continues to change.  For many families being part of the sandwich generation can include taking care of young [Read More...]



Categories: categoryEstate Planning



Sep
29
2015

Patient Advocates ... There is More Than One Kind!

Posted by Danielle Streed

When it comes to using the term “Patient Advocate” you need to make sure you are clear who you are referring to. In most estate planning documents, the Patient Advocate is the person you designate to make medical decisions for you when you cannot. Typically, a licensed physician or two licensed [Read More...]



Categories: categoryEstate Planning



Sep
18
2015

Burial, Cremation and Organ Donation as Part of Your Estate Plan

Posted by Danielle Streed

When we think about estate planning, we think about Wills, Trusts, Medical and Financial Powers of Attorney.  But you can't stop the planning there. It is also important to take the next step and make your wishes known with regard to your funeral,  burial or cremation and even organ donation.  Too [Read More...]



Categories: categoryEstate Planning



Sep
08
2015

Loaning Money to Family Members

Posted by Danielle Streed

When your family member asks for a loan,  should you say yes?  The answer to this question is not that simple. There are several things that you need to ask yourself first.1. Why does your that family member need the money number ?2. Will your financial assistance help your them in the long run?3. [Read More...]



Categories: categoryEstate Planning



Sep
01
2015

Tom Clancy and Second Marriage Planning

Posted by Danielle Streed

With the death of Tom Clancy, famous author and minority owner of the Baltimore Orioles, we experienced some of the dynamics of a second marriage with children from the first marriage and children of the second marriage. In this particular case, Tom Clancy left approximately two-thirds of his 86 [Read More...]



Categories: categoryTrusts


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