by David Edwards | Dec 9, 2014 | Elder Care Advising, Estate Planning
Effective planning doesn’t just involve money… We tend to do things a little differently around here. After years of doing planning the traditional way (and seeing ways that the process could be improved), I started my own firm. Not only is it important... by David Edwards | Nov 19, 2014 | Estate Planning
Ah, the holidays… a time when Michelle and I enjoy spending extra time with family. Family history and traditions mean a lot to us. Part of that family history involves names. Here are some interesting name connections in our family: 1. Otis – Bailey and... 
by David Edwards | Jul 23, 2014 | Estate Planning
Creating a “special stuff list” will go a long way in keeping the peace once you’re gone. Sadly, in my line of work, I see families fighting much more often than I would like. And while the media might lead you to believe it’s all about the... 
by David Edwards | Jul 16, 2014 | Elder Care Advising, Estate Planning
Many people plan for retirement, but there are expensive surprises that can crop up around healthcare and derail your plans. Read on for 3 surprises about retirement that can cost you lots of money. 3 Myths About Retirement That Will Cost You Money 1. You’ll... 
by David Edwards | Apr 29, 2014 | Estate Planning
[Update: Dave’s office has changed as the firm has grown, but it still says a lot about what he values and the foundation he’s built the firm on.] Most clients never see what you’re getting to see here – me in my office! That may seem strange,...