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Jan
24
2017

Aging Parents . . . Can They Stay in Their Home?

Posted by Danielle Streed

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 way to deal with all of the [Read More...]



Categories: categoryEstate Planning



Jan
09
2017

Relying on Family for Long Term Care

Posted by Danielle Streed

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 care for a family member. With [Read More...]



Categories: categoryEstate Planning



Nov
30
2016

Charitable Giving Made Easy With Your IRA

Posted by Danielle Streed

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 the charitable IRA rollover [Read More...]



Categories: categoryEstate Planning



Nov
08
2016

Documenting Debt

Posted by Danielle Streed

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 times it is difficult to determine [Read More...]



Categories: categoryEstate Planning



Oct
25
2016

Asset Ownership is Contrary to Estate Plan

Posted by Danielle Streed

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 your IRA names your one daughter [Read More...]



Categories: categoryEstate Planning


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