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Dec
31
2015

Special Needs Planning

Posted by Danielle Streed

More and more individuals are receiving government benefits these days. With those benefits come many restrictions that need to be followed and understood. To begin with, it is important to understand the difference between the benefits. Is the recipient receiving SSI or SSDI? Is the recipient [Read More...]



Categories: categoryEstate Planning



Dec
24
2015

Charitable Giving

Posted by Danielle Streed

When it comes to charitable giving,  now is the best time to think about how we can benefit those in our community. Believe it or not,  the IRS is even thinking about how they can help donors benefit their community non profits.  In past years we have been able to gift up to one hundred thousand [Read More...]



Categories: categoryEstate Planning



Dec
17
2015

Stealing Your House

Posted by Danielle Streed

If you're wondering what estate planning and an unoccupied or vacant house have in common,  here's the connection: Many elderly parents and grandparents are moving into nursing homes or assisted living facilities. Many times the family does not want to sell the home because it is protected in the [Read More...]



Categories: categoryEstate Planning



Dec
10
2015

What is a Nuclear Family?

Posted by Danielle Streed

When it comes to estate planning, the traditional family, father, mother and children of that marriage, is not your stereotypical family anymore. We have commonly referred to that family as the June and Ward Cleaver (Leave it to Beaver) family.  The families today and the people today that  consider [Read More...]



Categories: categoryEstate Planning



Nov
19
2015

Be Careful Who You Take Advice From

Posted by Danielle Streed

When it comes to estate planning (or anything that is important such as tax planning or sound medical advice) you should always consult an expert in the field. Taking advice from your next door neighbor,  someone you know at church, your financial advisor or even your accountant may not be the best [Read More...]



Categories: categoryEstate Planning


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