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Watch Out For These 7 Types of “Helpers” When It Comes to Your Estate Plan

Watch Out For These 7 Types of “Helpers” When It Comes to Your Estate Plan

by David Edwards | Aug 11, 2021 | Estate Planning, Wills and Trusts

As you age, or as you complete your estate plan, you’ll need to name different kinds of “helpers” who will carry out your plan when the time comes. They will assist with carrying out your desires and acting in your best interest when you can’t...
How to Choose Good Helpers for Your Estate Plan

How to Choose Good Helpers for Your Estate Plan

by David Edwards | May 26, 2021 | Aging Parents, Estate Planning

As you complete your estate plan, you will need to name various “helpers.” These are the people who will carry out your plan when the time comes. When will that time be? When you are disabled or you pass away. These helpers will be there to oversee the...
Review These 3 Things Before Traveling This Summer

Review These 3 Things Before Traveling This Summer

by David Edwards | May 14, 2024 | Estate Planning

Vacation season is upon us, and as you make plans to drive, fly, or sail to your destination this summer, you’re no doubt making checklists of things to do and things to pack. Your to-do list might include asking a neighbor to watch your home and collect your mail,...
Quiz: Is My Family Ready for Their Inheritance?

Quiz: Is My Family Ready for Their Inheritance?

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...
Long-term Care Planning and Why It Matters: 6 Goals of Planning

Long-term Care Planning and Why It Matters: 6 Goals of Planning

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...
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