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Archive: February 2014




Feb
26
2014

Discussing Long Term Care With Your Family

Posted by Danielle Streed

Discussing long term family care is an important topic, yet it is a very difficult topic to discuss. Many times we wait until we get old or sick or become disabled to bring the topic up. It is not the most exciting and up lifting news and is not the best topic of discussion during family [Read More...]



Categories: categoryEstate Planning



Feb
18
2014

Joint Ownership Undermining the Estate Planning Process

Posted by Danielle Streed

When setting up an estate plan for clients whether it be a simple Will or a Living Trust, many clients come in with assets that are already joint with their children or designate a child as a beneficiary of a specific account. Many clients want to leave those accounts as is and not bother with [Read More...]



Categories: categoryEstate Planning



Feb
14
2014

Your Medical Decision’s In the Wrong Hands: Updating Your Medical Power of Attorney During Divorce

Posted by Danielle Streed

When it comes to estate planning, making sure that you have a Medical Power of Attorney who has the authority to make decisions regarding care and/or life support is extremely important. What is even more important is making sure that you keep that document updated. A recent story was relayed to [Read More...]



Categories: categoryEstate Planning



Feb
04
2014

Estate Planning for Remarrying Seniors

Posted by Danielle Streed

About fifty (50%) percent of all marriages in the United States end in divorce and that number rises nearly sixty (60%) percent for second marriages. The divorce rate for baby boomers is sky rocketing even while it is dropping in many of the other demographic groups. A recent study showed that [Read More...]



Categories: categoryEstate Planning


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