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Rebecca Stannard

advisor of Margaret
Contact
7linked records
3mentions
4questions
2011–2023saved

What the account says about Rebecca

10 records, oldest first
2011
Peg Ostrander
2019
Stannard & Hoyt at 2:00 - sign the trust and the wills
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…
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…
2003 wills - Rebecca says destroy. Still in the grey box. Ask R.
new deeds (both houses into the trust) came from Rebecca today. Box at the cred…
…it union, with the old ones.
2023
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…
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…
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…
Letter from Rebecca with the amendment

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Comments

0

Comments are added in the local viewer; this copy is read-only.

Facts

First nameRebecca
Last nameStannard
CompanyStannard & Hoyt, S.C.
Job titleAttorney, estate planning
Websitestannardhoyt.example
GenderFemale
CommentsHas 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'

Questions

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?
Traps and story · persona.yaml

too_many Receipts (338), health records (77), bills (52), service receipts (38), warranties (31), vaccinations (28), mileage readings (26), electronics (26), jewelry (20). A question about "all" of any of these cannot be answered from a partial read; a good answer gives the whole list or says the list is partial.

only_in_file Facts that are in no record field but overlap across files, in different words. The appraised values of the Omega ($4,150) and the pearls ($1,900) are in the 2024 appraisal and on the valuables schedule; the 2016 appraisal has older figures. The successor trustees and the specific gifts are in the trust. What happens to the cabin is in the trust (sold), in the amendment that replaced that paragraph (kept by the three children; the saved amendment is a scan with no text) and in the lawyer's letter that explains the amendment. Ray's 2026 required withdrawal ($28,012.02) is on the IRA statement and in the advisor's letter, and the 2025 tax summary gives it as "about $28,000". The porch change order is in the contract; the receipt says only that the porch came in $800 over.

mismatch Paragraph 7.2 of the 2019 trust says the cabin is to be sold. The 2023 amendment replaced that paragraph: the cabin goes to the three children, cannot be sold for five years unless all agree, and $60,000 is set aside for it. The amendment is right. The trust also names five grandchildren for the $15,000 gifts; the amendment makes it every grandchild, so June is included.

1977-08-20Peg Haugen and Ray Ostrander marry in La Crosse. Ray bought the engagement ring that May.
2017-06-09Peg retires after 31 years as librarian at Tamarack Hill Elementary.
2019-05-14New wills and the Ostrander Family Revocable Trust are signed. Both houses are deeded into the trust.

One step out

document_subject →Letter from Rebecca with the amendment — Document; document_subjectLetter from Rebecca w…journal_subject →We signed the wills and the trust this afternoon at Rebecca Stannard's office.… — Journal; journal_subjectWe signed the wills a…journal_subject →We signed the amendment to the trust this afternoon at Rebecca Stannard's, in t… — Journal; journal_subjectWe signed the amendme…note_subject →Rebecca Stannard, Stannard & Hoyt: our first real meeting, Tuesday the 23rd, an… — Note; note_subjectRebecca Stannard, Sta…note_subject →The trust: amended yesterday, October 10, at Rebecca Stannard's office. Two wit… — Note; note_subjectThe trust: amended ye…advisor ←Peg Ostrander — Contact; advisorPeg Ostranderreminder_subject →Stannard & Hoyt at 2:00 - sign the trust and the wills — Reminder; reminder_subjectStannard & Hoyt at 2:…Rebecca Stannard