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Archive: August 2014




Aug
27
2014

Your Estate Plan Should NOT Be Your Best Kept Secret

Posted by Danielle Streed

Your estate plan should not be the best kept secret. When setting up an estate plan, such as a Will, Trust, Medical or Financial Power of Attorney you need to make sure that the individuals that you have designated have a copy of the documents in which they are named. You should also make sure [Read More...]



Categories: categoryEstate Planning



Aug
25
2014

Local Financial Elder Abuse

Posted by Danielle Streed

As we get older many of us fear out-living our money, but what many of us should be afraid of is the financial exploitation that many older adults encounter. Financial elder exploitation (elder abuse) is becoming more of a problem than many of us are aware of. We always anticipate that elder abuse [Read More...]



Categories: categoryEstate Planning



Aug
21
2014

Digital Property and Passwords

Posted by Danielle Streed

When we think about assets we do not think about digital property or digital accounts. The reality is that in this day and age, most of us have Facebook accounts, e-mail accounts, passwords to our bank accounts, and various on-line accounts. Should a family member become incapacitated or die, the [Read More...]



Categories: categoryEstate Planning



Aug
07
2014

Keeping Your Estate Plan Up-To-Date

Posted by Danielle Streed

Getting a simple Will or an estate plan prepared is important, but it is equally important to make sure that that estate plan is up to date. I have recently dealt with a couple of situations where a Last Will and Testament was executed as far back as 1967. The Will named the individual’s brother [Read More...]



Categories: categoryEstate Planning


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