by David Edwards | Dec 2, 2020 | Asset Protection, Asset Protection Trusts, For Your Kids, Kids' Inheritance, Lawsuits and Creditor Risks, Marriage & Remarriage, Parents
I often speak to local associations and service groups about estate planning. Oftentimes, the topic is about protecting the money people have worked so hard for. While proper planning can make things easier on your heirs after you’re gone, few people consider...
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...
by David Edwards | Jan 28, 2020 | Aging Parents, Asset Protection, Asset Protection Trusts, Charitable Giving, Grandchildren, Parents, Power of Attorney, Risks of joint ownership
In our past two posts we talked about how Elder Fraud is on the rise and the types of fraud to look out for. Here are 7 questions to ask your friends and loved ones that can raise red flags about the possibility that they are being set up as a target for Elder Fraud:...
by David Edwards | Nov 5, 2019 | Asset Protection, Asset Protection Trusts, Cost of Poor Planning, Leave a Legacy
When John Meier* died, he thought he had taken care of everything. He even left a will expressing his wish for his two children to share the lakefront property he had owned for over 50 years. Unfortunately, sometimes, wishes don’t come true. The traditional will...
by David Edwards | Oct 9, 2018 | Aging Parents, Asset Protection, Asset Protection Trusts, Cost of Poor Planning, End of Life, Power of Attorney, Wills and Trusts
Decision making gets harder as we age. Here are 3 crucial decisions you need to address before you turn 70. Researchers say that decision making gets harder as we age, even if we don’t have dementia. What does this mean for you? There are many important...
by David Edwards | Apr 11, 2018 | Asset Protection, Asset Protection Trusts, Divorce Risks, EP-ProtectingAssetsSavings, For Your Kids, Kids' Inheritance, Lawsuits and Creditor Risks, Long Term Care Risks, Marriage & Remarriage
Estate planning can seem complicated, but often it’s just because the vocabulary isn’t familiar. Here is what you need to know about asset protection: What is asset protection? What risks should I protect against? What timelines should I consider when it...
