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 | Jan 8, 2024 | Estate Planning
Estate planning is an ongoing journey, not a one-time task. Remember when you finally finished creating your Will with your attorney? It was a huge task, and it probably felt like a significant achievement. However, if you stashed it away and haven’t given it a... 
by David Edwards | Aug 10, 2023 | Estate Planning
If you have an estate plan, you are already doing better than many. Creating an initial estate plan is certainly challenging, and it’s often an emotionally difficult process. It’s understandable that you don’t want to repeat the experience and update your...