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... 
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... 
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... 
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...