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What Is a Trustee and When Might You Need One?

What Is a Trustee and When Might You Need One?

by David Edwards | Jun 20, 2018 | Wills and Trusts

You’ve probably heard of trusts and trustees before – most likely in the context of a rich kid living off of their trust fund. However, trusts are not just legal tools for the wealthy. We’ve talked about trusts before, and if you want to delve a...

12 Duties of a Helper: What Do Executors, Trustees, Guardians and Powers of Attorney Really Do?

by David Edwards | Mar 15, 2017 | Elder Care Advising, Estate Planning

Every estate plan needs a good helper(s). Choosing those helpers can be tough. Your trustee, guardian, power of attorney, or executor will be responsible for making decisions when you become disabled (like from a stroke or dementia) or pass away. But what exactly are...
The Checkbook Test: Can your executor or trustee pass it?

The Checkbook Test: Can your executor or trustee pass it?

by David Edwards | Sep 22, 2015 | Elder Care Advising, Estate Planning, Power of Attorney

Good “helpers” are essential to an effective plan. Could the people you’ve chosen as executor, trustee, power of attorney, or guardian pass this simple test? Every Estate Plan Needs a Good Helper We talk about good “helpers” a lot, and...
What Trusts Do and Don’t Do

What Trusts Do and Don’t Do

by David Edwards | May 21, 2026 | Asset Protection, Wills and Trusts

By David Edwards | Edwards Group Quick Overview (TL;DR) — A Revocable Living Trust helps your family avoid probate, keeps your plan private, and names someone to manage your finances if you can’t — but it does NOT protect your assets from nursing home costs or...
Estate Planning for Your Pets

Estate Planning for Your Pets

by David Edwards | Mar 12, 2026 | Estate Planning, Wills and Trusts

How to Make Sure Your Pets Are Cared for If You Die or Become Disabled There’s an old court case that goes something like this.  A very rich man once left his black cat to his longtime maid, along with a trust fund to be used for the cat’s care and a stipend to...
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