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Archive: October 2016




Oct
25
2016

Asset Ownership is Contrary to Estate Plan

Posted by Danielle Streed

When you set up a will or a trust is important that the assets that you own complement the terms of that will or trust. For example, if you have a will or living trust and it says “At my death everything is to be divided equally between my then living children”, but your IRA names your one daughter [Read More...]



Categories: categoryEstate Planning



Oct
11
2016

The Top Ten Misconceptions About Estate Planning

Posted by Danielle Streed

The top ten things people choose to believe about estate planning: Beware~!1. You will never get dementia..so why plan now.2. Government benefits will be there when you need them..be it assisted living or the nursing home.3. You will not live to be 90 or older, so why save your money now.4. The [Read More...]



Categories: categoryEstate Planning


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