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Archive: September 2016




Sep
29
2016

When To Update Your Estate Plan

Posted by Danielle Streed

When it comes to updating your estate plan, I tell my clients there is really no perfect time frame to update.  In fact, it is usually a change in circumstances within the client’s family that really causes them to address a change or an update. I have had clients set up a trust and not come in and [Read More...]



Categories: categoryEstate Planning



Sep
15
2016

Real Estate and Estate Planning

Posted by Danielle Streed

When it comes to real estate and your estate plan, you may need to put some thought into how you want that real estate to pass. For many families, that could be farmland, a family cottage, the house the kids grew up in or other family properties.  Many family members do not want the property sold, [Read More...]



Categories: categoryEstate Planning



Sep
01
2016

Helicopter Parents Don't Care Enough to Plan Ahead!

Posted by Danielle Streed

When it comes to raising children every parent is concerned about every aspect of their children's lives, from the time they are born until the time they move away.  Even then, parents continue to worry about their children and their future.  In fact, it is pretty safe to say that parents never quit [Read More...]



Categories: categoryEstate Planning


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