by David Edwards | Mar 8, 2010 | Asset Protection, Wills and Trusts
If you attend a workshop or meet with me individually, you will probably hear about the “school bus trust”. What is it? A “school bus trust” is a trust designed to protect the assets you are leaving to a spouse, child or other loved one, and... 
by David Edwards | Mar 8, 2010 | Asset Protection, Wills and Trusts
I am often asked whether a living trust will protect assets from nursing home costs, lawsuits, or other risks. The general answer is “no.” A living trust is designed to help organize your assets and prepare for a time where you may face a disability or... 
by David Edwards | Feb 27, 2010 | Asset Protection, Estate Planning
There are two types of asset organization mistakes that mess up estate plans. What do you own? How long would it take you to make a list of all of your assets, debts, income and the contact information for each of those? Would it take a while? If you passed away... 
by David Edwards | Oct 20, 2009 | Asset Protection
“After 2 years in court, I realized we could lose everything we had worked for…I felt heartbroken and overwhelmed.” You’ve heard me talking about asset protection – how you should set up your estate to protect your spouse and children... 
by David Edwards | May 26, 2009 | Asset Protection, Estate Planning
Let’s think of estate planning as a puzzle. 1. WHAT’S THE PICTURE? Do you like to know what the picture is that you’re putting together when you work a puzzle? In fact, when I go to buy a puzzle, I only have 2 criteria – the size (usually 500...