by David Edwards | Nov 7, 2018 | Asset Organization, Asset Protection, Cost of Poor Planning, Counseling, not Documents
Getting organized is a key part of the estate planning process. Estate planning simply means you have a plan to handle your finances, your care, and your family when you can’t do it anymore — whether that’s because of sickness or passing away....
by David Edwards | Sep 20, 2016 | Asset Organization, Asset Protection, Business or Farm, Cost of Poor Planning, Divorce Risks, Kids' Inheritance, Lawsuits and Creditor Risks, Marriage & Remarriage
When the rules are in writing, you have to follow them. Unless you’re the NFL. I am a St. Louis Rams fan. Loyal from the time they arrived in St. Louis after failing to get a new stadium in Los Angeles. Like all Rams fans, I was really upset when they left St....
by David Edwards | Apr 12, 2016 | Asset Organization, Asset Protection, For Your Kids, Getting the Job Done
At this point in the year, many of us are abandoning our New Year’s resolutions, but there’s still hope… by Chris Flynn, Attorney Well, we’re a few months into 2016, which means we’re also past the point where many people have abandoned...
by David Edwards | Feb 3, 2015 | Asset Organization, Asset Protection, Cost of Poor Planning, Divorce Risks, For Your Business, For Your Kids, Funding and Asset Titling, Kids' Inheritance, Marriage & Remarriage, Tax
It is vitally important that you review all your beneficiary designations (life insurance, 401(k)s, etc.) every 2 years, or sooner in cases of births, deaths, marriages, divorce, job changes or retirement. Download our beneficiary designation form here. Read on to see...
by David Edwards | Jul 16, 2014 | Asset Organization, Cost of Poor Planning, Death of a Loved One, End of Life, Funding and Asset Titling, IRA's, Kids' Inheritance, Probate, Roth IRA's, Wills and Trusts
Tarina, our Client Relationships Coordinator, hears it all the time, “I wish I hadn’t put off planning for so long. I just feel so much better now that we have a plan in place.” Do you want to make things easier on your family? Or more difficult? Good planning will...
by David Edwards | May 15, 2013 | Asset Organization, Asset Protection, Disability, Funding and Asset Titling, Power of Attorney, Risks of joint ownership
At our house we like to watch the old shows like Little House on the Prairie and Andy Griffith. Bailey, our daughter, loves watching “Half Pint” and Barney Fife. Those are great shows and they reinforce some great old-fashioned values. In estate planning,...
