by David Edwards | May 5, 2010 | Estate Planning
Do you think of yourself as rich? Hopefully you do, but mostly in ways that don’t show up on a tax return. Are you rich in the things that really matter – loving family, good friends, your faith, serving others? Whether or not you think of yourself as a wealthy... 
by David Edwards | Mar 8, 2010 | Estate Planning
As you work on your estate plan, don’t forget to consider charitable giving. Here are some basic questions to ask yourself: If I plan to give to charity at death, have I considered just giving during my life instead? Give now, enjoy an income tax deduction and... 
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... 
by David Edwards | Apr 15, 2015 | Elder Care Advising, Estate Planning
Here are 6 IRA planning tips you should consider for your family: 1. Help your grandkids with their own IRA Anyone who starts an IRA early, in their teens or 20’s, will see it grow to huge amounts by retirement. But young people often don’t have the funds... 
by David Edwards | Mar 5, 2015 | Elder Care Advising, Estate Planning
IRA planning can be tricky. In order to make sure you plan as best as you can, you should discuss the following questions with your attorney and other advisors: 1. Will you need the IRA funds during your life? If not, you may want to convert to a Roth or use the...