by David Edwards | Feb 15, 2024 | Aging Parents, Nursing Home, Wills and Trusts
Having a loved one in a nursing home or an assisted living facility is incredibly stressful. Beyond the emotional toll, navigating the financial and legal landscape around such care can feel daunting. In this situation, you might wonder, “Is it too late for an... by David Edwards | Nov 15, 2023 | Elder Care Advising, Estate Planning
The Truth About Adding Your Child(ren) to Your Bank Account Many parents think that “adding their children to their bank account” is an easy way to be sure their kids can help if something unexpected happens, but it can cause some unintended consequences.... by David Edwards | Oct 3, 2023 | Estate Planning
Have you taken the necessary steps to prepare your family for their inheritance? Estate planning isn’t just about securing your financial future; it’s also about preparing your heirs for the inheritance they will receive one day. Ensuring your loved ones... by David Edwards | Sep 20, 2023 | Estate Planning, Wills and Trusts
Whether you are wealthy or working class, Trusts can be a very valuable planning tool when it comes to creating an effective estate plan. When people think about estate planning, they often think about a Last Will & Testament. While Wills are the most basic estate... by David Edwards | May 31, 2022 | Medicaid/Medicare, Nursing Home
This is the real-life story of two sisters, an annuity, nursing home costs, and why Medicaid Planning matters. Mom did not have much, but she owned her home, had a steady retirement income, and had purchased two annuities. Each in the amount of $50,000. Each daughter...