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Archive: March 2014




Mar
26
2014

Making Handwritten Notes or Changes on Your Will or Trust

Posted by Danielle Streed

Once a Will or a Trust is set up if a revision is needed it is important that those revisions or amendments be done in a formal manner. For example, crossing things out on a legal document and marking or altering the document is never a good idea. Many times altering one section of the document [Read More...]



Categories: categoryEstate Planning



Mar
21
2014

Generation Skipping Trusts

Posted by Danielle Streed

When it comes to family, not every child or grandchild should inherit a lump sum, outright. That is why generation skipping Trusts are a great idea for many families. It can be a great idea if your children have money management issues or it can be a great idea to prevent excessive taxation. [Read More...]



Categories: categoryEstate Planning



Mar
13
2014

Unique Personal Property

Posted by Danielle Streed

When it comes to estate planning, the distribution of personal property may no longer mean what it used to back when grandma or grandpa died. In today’s world, a lot of items that we may have never thought about are owned by family members and as the executor or administrator of that estate, we [Read More...]



Categories: categoryEstate Planning


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