by David Edwards | Jan 13, 2021 | Asset Protection, Estate Planning
We are living in interesting times. Several Edwards Group clients have expressed uncertainty about how to safely invest their money given these unprecedented low-interest rates. Certificates of deposit have long been a favorite for risk-averse investors, but in this... 
by David Edwards | Dec 2, 2020 | Asset Protection, Estate Planning
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 | May 29, 2020 | Asset Protection
First, you’re probably wondering, “What is Life Care Planning?” Life Care Planning is a new concept in the estate planning field that came about because people are living a lot longer these days. Estate planning attorneys realized that planning didn’t just need to be... 
by David Edwards | Mar 8, 2020 | Asset Protection, Estate Planning
Joint ownership with a right of survivorship, or joint tenancy, is a common method of owning assets. Particularly with husbands and wives, it is a very common ownership method. Many people hear about joint tenancy as being a good estate planning tool – a way to... 
by David Edwards | Mar 6, 2020 | Asset Protection, EP-WillsTrustsPage, 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 | Nov 5, 2019 | Asset Protection, Wills and Trusts
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...