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May
12
2016

Special Needs Trusts-Part I

Posted by Danielle Streed

When it comes to planning for a family member that suffers from a mental or physical disability, it is important that you protect their government benefits after you are gone.  If a beneficiary is receiving SSI and/or Medicaid, that beneficiary cannot have more than two thousand ($2,000) dollars in [Read More...]



Categories: categoryEstate Planning



May
05
2016

When A Young Couple Dies

Posted by Danielle Streed

When we think about marriage and having children, we think about a long life, watching our children grow up and ultimately enjoying our grandchildren.  Nobody expects to die suddenly at the age of 40 and have their spouse die of a heart attack at the age of 38 less than 24 hours later.  The [Read More...]



Categories: categoryEstate Planning



Apr
28
2016

When You and Your Child are Incapacitated at the Same Time

Posted by Danielle Streed

When we think about  parents,  grandparents and children,  we think that we will all die in the traditional order -  oldest to youngest. Worse yet, we never think or imagine that we could be in a nursing home at the same time as our parents.  However, as our parents continue to live longer and [Read More...]



Categories: categoryEstate Planning



Apr
21
2016

Joint Ownership is Not Always a Good Idea

Posted by Danielle Streed

How many times have you heard someone say “You should put one of your children on your account so if something happens to you they won't have to go to probate or if something happens to you and you have a stroke they can pay your bills.”  What's even worse is if someone says to you “You should put [Read More...]



Categories: categoryEstate Planning



Apr
14
2016

Social Media, Funeral & Personal Property - Who Has Permission?

Posted by Danielle Streed

How organized are you? Have you updated or completed a will, Trust, medical or financial powers of attorney? If so, great!  Now is the time to take the next step and address those issues that are part of dying, just a little less formal perhaps. For example, have you made funeral/burial [Read More...]



Categories: categoryEstate Planning


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