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Jun
02
2022

The Aging Process

Posted by Danielle Streed

As I continue to age along with all of my clients I find myself paying more and more attention to articles on aging and the tolls of aging. Yes, I am a card carrying member of AARP.  As I review the AARP  literature, I start to notice articles on topics that are perfectly tied into what I “preach” [Read More...]



Categories: categoryEstate Planning



May
23
2022

I Don't Own the Home I Live In

Posted by Danielle Streed

The living arrangements for many couples these days is not traditional. Many couples live together and choose not to get married, some couples room together for convenience and even those that are married don’t commingle asset ownership. For many of the couples I meet with, regardless of their [Read More...]



Categories: categoryEstate 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


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