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Archive: June 2015




Jun
30
2015

Naming a Guardian as Beneficiary

Posted by Danielle Streed

When I deal with young couples, many of them believe that they should name their guardian or conservator of their minor children as the contingent beneficiary on a life insurance policy or a retirement account.  The thought process is simple: “ If this person is going to take care of my minor [Read More...]



Categories: categoryEstate Planning



Jun
22
2015

Insurance and Estate Planning

Posted by Danielle Streed

When we think about the term “estate planning”, most people automatically think of legal documents like Wills, Trusts and Powers of Attorney.  However, estate planning is not just about the legal documents, it is also about getting your financial affairs in order.  A good example is insurance.  Not [Read More...]



Categories: categoryEstate Planning



Jun
09
2015

Putting a Value on Your Possessions

Posted by Danielle Streed

When it comes to assets, we tend to focus on cash or real estate and we lose sight of the fact that personal property can be a valuable asset as well.  We recently heard about a situation in California where a woman gave away her deceased husband’s old Apple computer. She later learned that it had a [Read More...]



Categories: categoryEstate Planning



Jun
02
2015

Plan to be 100

Posted by Danielle Streed

As more and more individuals are living well into their 80's, 90's and almost 100, there are many issues that need to be discussed, based on the fact that many of these marriages are second marriages with children from prior marriages.  I recently read an article about a couple who both lost their [Read More...]



Categories: categoryEstate Planning


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