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 | Mar 6, 2023 | Asset Protection, Wills and Trusts
Edwards Group has many useful tools in its so-called toolbox to help you effectively plan. One of these tools is our Dynasty Membership. Much like protecting other big investments in your life, like changing the oil in your car or replacing the roof on your house,...
by David Edwards | Apr 20, 2022 | Elder Care Advising
People are living longer than ever these days, and while that is a good thing, it definitely presents challenges. Regardless of you or your loved one’s stage in life, good planning requires that you ask good questions. And asking good questions can sometimes be...
