by David Edwards | Apr 21, 2015 | Estate Planning, Wills and Trusts
Much like your favorite birthday cake flavor, everyone likes different things when it comes to estate planning. Well, as of March 5, I’m another year older! And to celebrate I got to have the best birthday cake in the world — spice cake with chocolate... 
by David Edwards | Jan 27, 2015 | Wills and Trusts
It’s vital that you do not take the ostrich approach to estate planning. A recent survey released by Rocket Lawyer found that 51% of Americans ages 55-64 don’t have wills! That’s a lot of people with their head stuck in the sand hoping things will... 
by David Edwards | Jul 30, 2014 | Estate Planning, Wills and Trusts
Download our Beneficiary Designations Form Many people incorrectly assume that all their assets will be distributed through their will. Unfortunately, this is a big misconception. A good example of this is retirement savings, such as an IRA or 401(k). These accounts... 
by David Edwards | Jul 16, 2014 | Wills and Trusts
Tarina, our Client Relationships Coordinator, hears it all the time, “I wish I hadn’t put off planning for so long. I just feel so much better now that we have a plan in place.” Do you want to make things easier on your family? Or more difficult? Good planning will... 
by David Edwards | Mar 17, 2014 | Wills and Trusts
Our garage almost filled up with water bottles a few years back. You know the big blue ones you put on top of a water cooler? I kept forgetting to put the empty ones out for pick up, but they kept giving us new water. Pretty soon we had at least 15 water bottles... 
by David Edwards | May 10, 2013 | Wills and Trusts
Wartime veterans or their widows may qualify for benefits from the VA to help pay for care as they age. This benefit may be available to pay for in home care, assisted living, or nursing home. In order to qualify for the maximum benefit, legal planning is...