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Articles for category Estate Planning




Apr
22
2022

Outliving One of Your Children

Posted by Danielle Streed

No one sits down one day and says, “I will probably outlive my child”. But the fact of the matter is there are a lot of things that could contribute to that comment being true.  Here are some common examples I see in my practice:1. Mom or dad live well into their 90's and their children are now in [Read More...]



Categories: categoryEstate Planning



Mar
30
2022

Times Have Changed!

Posted by Danielle Streed

Times have changed!  We are no longer the June and Ward Cleaver family where everybody gets along, family members don’t fight with each other (especially over money) and everyone sits down together for dinner every night and openly discusses things. Why is this conversation relevant to the estate [Read More...]



Categories: categoryEstate Planning



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



Jun
28
2017

Is Your Trustee Capable?

Posted by Danielle Streed

When it comes to selecting a successor trustee there is more to it than just making sure that your trustee is capable of following the Michigan trust code, which is a code that requires the trustee act in good faith, timely and in accordance with the terms and purposes of the trust.  Many times [Read More...]



Categories: categoryEstate Planning


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