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Archive: December 2014




Dec
30
2014

New Years' Resolution

Posted by Danielle Streed

As we find ourselves closing in on the New Year, many people realize there is a lot of things they did not get accomplished in 2014.  Everyone is always looking for a New Years’ resolution.  The best New Years’ Resolution I can give you is to get your estate plan completed or get it updated.  Do not [Read More...]



Categories: categoryEstate Planning



Dec
10
2014

Updating Beneficiary Designations

Posted by Danielle Streed

When we think about estate planning, many of us think of simple Wills or a living Trust.  The reality is that your estate plan can be affected by the  beneficiary designations  in your retirement accounts or your life insurance policies.  The real question is when was the last time that you reviewed [Read More...]



Categories: categoryEstate Planning



Dec
10
2014

Incarcerated Beneficiaries

Posted by Danielle Streed

When we talk about protecting a beneficiaries assets, many people are thinking about a young beneficiary who is not capable of managing money, a spend thrift beneficiary or in many cases a beneficiary that has special needs.  However, many parents are facing the issue of one of their children being [Read More...]



Categories: categoryEstate Planning


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