Rebecca Stannard, Stannard & Hoyt: our first real meeting, Tuesday the 23rd, an…

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{
 "$type": "n_type_note",
 "id": "n_note_stannard_meeting_2019",
 "createdAt": "1556220600000",
 "date": "2019-04-25T19:30:00.000Z",
 "body": "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.\n\nWHAT SHE RECOMMENDS:\n1. 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 both. We stay in charge of everything for as long as either of us is alive and able; we can change it or cancel it at any time.\n2. New wills all the same, short ones, that sweep anything we forgot into the trust.\n3. Powers of attorney for money, one each.\n4. Powers of attorney for health care, with a living will, one each.\n\nWHAT WE HAD TO DECIDE:\n- Who takes charge after both of us, and in what order.\n- Who speaks for each of us to the doctors if we cannot. We both want Ellen, after each other. I am to telephone and ask her properly before the papers are drawn.\n- Whether particular things go to particular people. Yes. I am to give Rebecca a list of the jewelry and the pictures with a name beside each, and Ray a list of his own.\n- Whether the grandchildren are to have something of their own, and when.\n- Whether anything goes outside the family.\n- The cabin. Whether it is kept or sold when we are gone. Rebecca's advice was not to tie the children's hands. We settled it one way for now. It can be changed.\n\nTHE HOUSES: both are deeded into the trust by quit claim deed, which she prepares and records, one in each county. Nothing changes about the property tax or about living in them. I must tell the insurers (Linda Schroedl for Hawkstone Drive; the Pinery office in Rhinelander for the cabin) so that the policies name the trust.\n\nWHAT DOES NOT GO IN THE TRUST: the retirement accounts and the life insurance, which pass by their own beneficiary forms. She wants us to look at what those forms actually say. Ask Tom Kittleson for copies.\n\nWHAT SHE ASKED US THAT WE COULD NOT ANSWER:\n- Whether we have a marriage certificate.\n- Where our records are kept and who else can get into them. She asked who has the password, and I had no good answer. Ellen should.\n\nTO BRING to the signing: driver's licenses, the two old wills, the two deeds, a list of accounts with the name of each institution (not the numbers).\n\nSigning is set for Tuesday, May 14, at 2:00. The signed originals stay in her vault; we get copies. Her fee is a flat one for the whole set, quoted in her letter of the 24th, half now.\n"
}

personas/retired-couple/records/notes-2018-2020.yaml:390

- id: note-stannard-meeting-2019
  kind: note
  about: [rebecca-stannard]
  date: 2019-04-25 19:30
  body: |
    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 both. We stay in charge of everything for as long as either of us is alive and able; we can change it or cancel it at any time.
    2. New wills all the same, short ones, that sweep anything we forgot into the trust.
    3. Powers of attorney for money, one each.
    4. Powers of attorney for health care, with a living will, one each.

    WHAT WE HAD TO DECIDE:
    - Who takes charge after both of us, and in what order.
    - Who speaks for each of us to the doctors if we cannot. We both want Ellen, after each other. I am to telephone and ask her properly before the papers are drawn.
    - Whether particular things go to particular people. Yes. I am to give Rebecca a list of the jewelry and the pictures with a name beside each, and Ray a list of his own.
    - Whether the grandchildren are to have something of their own, and when.
    - Whether anything goes outside the family.
    - The cabin. Whether it is kept or sold when we are gone. Rebecca's advice was not to tie the children's hands. We settled it one way for now. It can be changed.

    THE HOUSES: both are deeded into the trust by quit claim deed, which she prepares and records, one in each county. Nothing changes about the property tax or about living in them. I must tell the insurers (Linda Schroedl for Hawkstone Drive; the Pinery office in Rhinelander for the cabin) so that the policies name the trust.

    WHAT DOES NOT GO IN THE TRUST: the retirement accounts and the life insurance, which pass by their own beneficiary forms. She wants us to look at what those forms actually say. Ask Tom Kittleson for copies.

    WHAT SHE ASKED US THAT WE COULD NOT ANSWER:
    - Whether we have a marriage certificate.
    - Where our records are kept and who else can get into them. She asked who has the password, and I had no good answer. Ellen should.

    TO BRING to the signing: driver's licenses, the two old wills, the two deeds, a list of accounts with the name of each institution (not the numbers).

    Signing is set for Tuesday, May 14, at 2:00. The signed originals stay in her vault; we get copies. Her fee is a flat one for the whole set, quoted in her letter of the 24th, half now.