by David Edwards | Oct 7, 2013 | Estate Planning
What a Child’s Game Can Teach us About Planning… In our house, the “Down Low, Too Slow” game is very popular. It goes like this: Give me five (hand slap) Way up high (another hand slap) Down low (pull hand away before it can get slapped) Too... 
by David Edwards | Apr 16, 2013 | Elder Care Advising, Estate Planning
The following quiz helps you identify weak spots in your estate planning. For many people an estate plan just means a will, but oftentimes that is not enough to accomplish the goals you have or to protect your loved ones. Honestly answering these 8 questions will help... by David Edwards | Jan 24, 2011 | Estate Planning
It’s been a busy couple of weeks with estate tax changes — both state and federal. I spent last week at what some consider to be the Superbowl of estate planning. While at the Heckerling Institute on Estate Planning in Orlando, (not heckling as in what I... 
by David Edwards | Mar 8, 2010 | Wills and Trusts
Do you know you need a will but don’t know where to start? Is the thought of estate planning so overwhelming you give up before you begin? Do you know how old your will is? Are your kids as good with money as you are? Do you keep putting off for someday what you... 
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...