Rebecca Stannard
advisor of Margaret
Contact
7linked records
3mentions
4questions
2011–2023saved
What the account says about Rebecca
10 records, oldest first2011
Jan 8
Peg Ostrander
2019
Apr 20
Stannard & Hoyt at 2:00 - sign the trust and the wills
Apr 25
Rebecca Stannard, Stannard & Hoyt: our first real meeting, Tuesday the 23rd, an…
…hour and a half in her office on Pinckney Mews. Our wills are from 2003.
WHAT SHE RECOMMENDS:
1. A revocable living trust, one for the two of us, in place of doing everything by will. The reason is the two houses. Property in two counties means two trips through probate court, Dane and Oneida, and a trust avoids bot…
May 14
We signed the wills and the trust this afternoon at Rebecca Stannard's office.…
…It took fifty minutes and eleven signatures apiece. The house and the cabin belong, on paper, to the trust now. R. asked whether that changed the property tax, was told no, and was content.
Ellen is named to speak for us if we cannot, each of us after the other. I telephoned her last week to ask whether she would. S…
May 20
2003 wills - Rebecca says destroy. Still in the grey box. Ask R.
Jun 11
new deeds (both houses into the trust) came from Rebecca today. Box at the cred…
…it union, with the old ones.
2023
Jul 9
They left yesterday morning, all three cars, with the usual shouting about swim…
…suits left on the line, and everyone hugged everyone. Kate and David stood by his car for ten minutes talking, which I watched from the kitchen window.
R. and I sat on the porch last night and again this morning and have decided three things. I telephoned each of them this afternoon, oldest first, and said the same…
Oct 10
We signed the amendment to the trust this afternoon at Rebecca Stannard's, in t…
…he same room, with the same bowl of peppermints. June is in it now. She was not born when we signed the first time, and it has bothered me for two years.
And the cabin is settled, on paper, in a way that all three of them can live with and that none of them was asked to vote on.
R. read every page again. He found a…
Oct 11
The trust: amended yesterday, October 10, at Rebecca Stannard's office. Two wit…
…nesses from her staff.
In one sentence each: June is now treated like the other five; the cabin is dealt with; and somebody has been named for the dog.
To do, from Rebecca:
1. Ask Tom Kittleson for copies of the beneficiary forms on both IRAs and read what they actually say.
2. Decide whether anything more needs to…
Oct 16
Letter from Rebecca with the amendment
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Facts
| First name | Rebecca |
|---|---|
| Last name | Stannard |
| Company | Stannard & Hoyt, S.C. |
| Job title | Attorney, estate planning |
| Website | stannardhoyt.example |
| Gender | Female |
| Comments | Has the signed originals in her vault; ours are copies. |
Phones
- number: '6085550115' variant: Work
Emails
- email: rstannard@stannardhoyt.example variant: Work
Addresses
- variant: Work street_address_1: 14 Pinckney Mews street_address_2: Suite 300 city: Madison state: Wisconsin postal_code: '53703'
People
Peg OstranderRebecca Stannard is advisor of Peg Ostrander
Appears with
People linked to the same records.
Ray · 2 records June · 2 records Nancy Haugen · 1 record Kurt Haugen · 1 record Stacy Haugen · 1 record Kristin Bakkum · 1 record Peter Haugen · 1 record Amy Wirtz · 1 record Matt · 1 record Barb Kuehl · 1 record Glenn Tollefson · 1 record Arlene Running · 1 recordQuestions
4
Questions whose supporting records include Rebecca or a record linked to them.
q168 Where are our wills? q031 What did we decide about the cabin? q134 What happens to the cabin when Ray and I are both gone? q158 Does June get the same as the other grandchildren under the trust?