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 | Oct 18, 2022 | Aging Parents, EC-CareAffordabilityPage, Elder Care Advising, Nursing Home
Why Should I Plan for Long-term Care? I know from experience that everyone who comes into our office has goals and expectations that they bring along with them when it comes to long-term care planning. But did you know that we have goals for each of our clients as... by David Edwards | Sep 20, 2021 | Estate Planning, Probate
We often get calls from people who are facing a mess because a loved one died and failed to properly plan. If you’re lucky, or if you plan ahead effectively, your family won’t need to go through the headache of probate or trust administration. While this... by David Edwards | May 29, 2021 | Death of a Loved One, EP-ProbatePage, Probate
Things can be quite overwhelming when a loved one passes away. Here are a couple of checklists to help you know what needs to be done immediately and what can wait. Feel free to download and print out the checklist on our Resources page. If you need immediate help,... by David Edwards | May 6, 2021 | Aging Parents, Elder Care Advising
As anyone who is aging can tell you, the old saying is true: The days may be long, but the years are short. Time may be speeding by so much that there’s a good chance you haven’t sat down to discuss with loved ones the different things you should...