by David Edwards | Sep 20, 2016 | Estate Planning
When the rules are in writing, you have to follow them. Unless you’re the NFL. I am a St. Louis Rams fan. Loyal from the time they arrived in St. Louis after failing to get a new stadium in Los Angeles. Like all Rams fans, I was really upset when they left St....
by David Edwards | Feb 3, 2015 | Estate Planning
It is vitally important that you review all your beneficiary designations (life insurance, 401(k)s, etc.) every 2 years, or sooner in cases of births, deaths, marriages, divorce, job changes or retirement. Download our beneficiary designation form here. Read on to see...
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 | Mar 31, 2022 | Estate Planning
Unfortunately, printing a will from the internet and filling in the blanks does not create an effective estate plan. It’s best if you take some time to educate yourself about the estate planning process, and that includes estate planning pitfalls to avoid. Here...
by David Edwards | Jan 24, 2022 | EP-ProbatePage, Estate Planning
A recent survey on estate planning showed that 53% of respondents said it’s difficult to find an advisor they trust. We understand how hard it is to choose an estate planning attorney. After years of working with many, many clients, we feel pretty good about...
