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Jul
14
2016

Divorce, Death and Estate Planning

Posted by Danielle Streed

What do divorce and estate planning having common? Failure to plan appropriately and follow through can result in a big mess. I have recently met with a client whose judgment of divorce has been in effect for many months,  however she still had not received sign quit claim deeds from her ex-husband. [Read More...]



Categories: categoryEstate Planning



Jun
21
2016

Planning For Our Four-Legged Family Members

Posted by Danielle Streed

When it comes to estate planning,  many individuals don't have family,  children or grandchildren to leave their inheritance to at death.  However, many of these individuals have animals that are as important to them and are treated as their four-legged children. I recently set up a trust for a [Read More...]



Categories: categoryEstate Planning



Jun
16
2016

Ownership of Your Real Estate and Your Estate Plan

Posted by Danielle Streed

When it comes to setting up an estate plan, one of the most valuable assets that people own is their home. However, many people never take the time to truly look at how their home is owned. Home ownership or how the deed is set up will determine how that real estate passes at death.  For example,  I [Read More...]



Categories: categoryEstate Planning



May
26
2016

Issues With a Family Caregiver

Posted by Danielle Streed

It is believed that an estimated 43.5 million adults in the United States have provided unpaid care to either an adult or child.  Caregiving can be rewarding, but it can also create a lot of family issues, especially if the family is already facing controversy, or if the family is  dysfunctional to [Read More...]



Categories: categoryEstate Planning



May
19
2016

Special Needs Trusts-Part II

Posted by Danielle Streed

In the first part of my blog, I talked about the third party special needs trust set up by a family member for the benefit of a family member receiving government benefits such as SSI and Medicaid. This part two blog is what happens when the individual receiving these government benefits has funds [Read More...]



Categories: categoryEstate Planning


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