by David Edwards | Oct 5, 2021 | Aging Parents, Asset Protection, Asset Protection Trusts, Cost of Poor Planning, Elder Care Advising, Long Term Care Risks, Nursing Home
Where do you turn when an aging parent is diagnosed with dementia or suddenly has a stroke? What do you do when your family hits a situation where mom, dad, grandma or grandpa can’t stay at home anymore? What if a loved one is struggling with health issues that you...
by David Edwards | Sep 20, 2021 | Cost of Poor Planning, Death of a Loved One, Leave a Legacy, What a Will Does, What a Will Doesn't, Wills and Trusts
We often get calls from people who are facing a mess because a loved one died and failed to properly plan. If you’re lucky, or if you plan ahead effectively, your family won’t need to go through the headache of probate or trust administration. While this...
by David Edwards | Sep 10, 2021 | Asset Protection, Cost of Poor Planning, Counseling, not Documents, Getting the Job Done, Tax
“An ounce of prevention is worth a pound of cure.” When it comes to estate planning, this quote from Benjamin Franklin could not be more true. Oftentimes, people don’t think of estate planning, or the issues related to it, until it is too late. As a...
by David Edwards | Sep 1, 2021 | Cost of Poor Planning, EP-WillsTrustsPage, Funding and Asset Titling, Getting the Job Done, Wills and Trusts
Every estate plan has three elements that determine whether it succeeds or fails. The ultimate measure of a plan’s success is, “Does it do what I want it to do in my absence?” With the following three components in place, your plan is much more...
by David Edwards | Aug 11, 2021 | Aging Parents, Cost of Poor Planning, Counseling, not Documents, End of Life, Kids' Inheritance, Power of Attorney
As you age, or as you complete your estate plan, you’ll need to name different kinds of “helpers” who will carry out your plan when the time comes. They will assist with carrying out your desires and acting in your best interest when you can’t...
by Carla Green | Oct 21, 2020 | Cost of Poor Planning, Estate Planning, Leave a Legacy
Growing old can seem cruel and unkind. When the time comes that your decisions are no longer yours but are given away to your children or someone you may or may not trust, it can feel like you’ve lost control. But you can stay in control if you choose the correct path...
