by David Edwards | Dec 8, 2010 | Asset Protection, Asset Protection Trusts, Grandchildren, Kids' Inheritance, Leave a Legacy, Parents, Wills and Trusts
Check out this stunning article about blown inheritances: Family’s Fall from Affluence is Swift and Hard You might expect a story about blown inheritances to exclusively belong to the twenty-something crowd, but in a recent article from The New York Times we see...
by David Edwards | Dec 2, 2010 | Asset Protection, Kids' Inheritance, Wills and Trusts
Answer True/False to the following questions, then grade your own quiz and decide for yourself if your estate plan deserves an A+ or if your plan will need some more work. 1. If I died today, the amount I am leaving my children would make a dramatic change in their...
by David Edwards | Apr 20, 2009 | Asset Protection, Asset Protection Trusts, For Your Kids, Kids' Inheritance, Lawsuits and Creditor Risks, Marriage & Remarriage, Parents
The other day I had a chance to speak at the Rotary Club. My topic, like the article “How (and Why) Athletes Go Broke” in the latest issue of Sports Illustrated, was about protecting the money you’ve worked so hard for. There are many ways your...
by David Edwards | Mar 6, 2020 | Cost of Poor Planning, Popular, Wills and Trusts
Do you have an old will? Does it need to be updated? Most changes any estate plan faces can be summed up by examining the “3 L’s”: Life – What has changed in your family, your health or your finances since your last will was created? Law – What legal or tax...
by David Edwards | Mar 6, 2020 | Asset Protection, Asset Protection Trusts, EP-WillsTrustsPage, Why use a Living Trust?, Wills and Trusts
Imagine you’re on a cloud looking down after you’re gone. You see all of your loved ones, and you see all the stuff you worked so hard for (like maybe your beloved house). What is happening? Are the people left behind doing what you hoped they would? Are your assets...
