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Archive: August 2017




Aug
22
2017

Have You Protected Your Special Needs Child with the Right Planning?

Posted by Danielle Streed

Special needs planning is important, but what is equally important is that you keep any special needs trust that you have prepared up-to-date.  Let's start with what a special needs trust involves.  A special needs trust is typically part of your own living trust that you set up for you or you and [Read More...]



Categories: categoryEstate Planning



Aug
08
2017

The Last Fear of the Golden Years - Senior Exploitation

Posted by Danielle Streed

Many family members do not believe that their parents could be a victim of financial exploitation. Unfortunately, as people reach a certain age many institutions and individuals prey on them with the theory that they are easily confused or easy to manipulate.  Many times seniors that receive these [Read More...]



Categories: categoryEstate Planning


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