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...
by David Edwards | Jul 26, 2020 | Asset Protection, College Financial Aid, Cost of Poor Planning, Death of a Loved One, Divorce Risks, For Your Kids, Grandchildren, Marriage & Remarriage, Parents, Wills and Trusts
Women today have many unique situations that require special treatment when it comes to estate planning. Well, maybe not special treatment, but women need to take extra care that they are protected through good planning. Here are some examples: Young mom stays home...
by David Edwards | Mar 6, 2020 | Cost of Poor Planning, Popular, Wills and Trusts
Do you have an old will? Does it need to be updated? Most changes any estate plan faces can be summed up by examining the “3 L’s”: Life – What has changed in your family, your health or your finances since your last will was created? Law – What legal or tax...
by David Edwards | Feb 27, 2020 | Aging Parents, Asset Protection, Cost of Poor Planning, Parents, Power of Attorney, Wills and Trusts
We all have control issues. When my son was 2-years-old we experienced our share of yelling, “NO!!” and throwing full tantrums on the floor. Toddlers are just beginning to understand how they can exert control on the world around them,...
by David Edwards | Jan 14, 2020 | Aging Parents, Asset Protection, Cost of Poor Planning, Grandchildren, Kids' Inheritance, Parents, Power of Attorney
When you see an article in the paper about a senior being taken advantage of, it often involves a power of attorney. A power of attorney is a great legal tool that lets someone else help you pay your bills or manage finances and property. But, watch out! If you name...
by David Edwards | Nov 15, 2019 | Asset Protection, Cost of Poor Planning, Do you need a lawyer?, Kids' Inheritance, Nursing Home, Wills and Trusts
I often hear people say, “I don’t need an estate plan. I don’t have an estate!” But that’s not true. Virtually everyone can benefit from having a personalized estate plan, which is, at the very least, a will. Without one, the state of...
