by David Edwards | Mar 6, 2020 | Death of a Loved One, Do you need a lawyer?, Popular, Probate
After losing a loved one, many people ask the question, “Do I need to hire an attorney?”That depends — do you know what needs to be done? Are you having problems transferring assets? If everything is in joint tenancy – meaning the survivor becomes the...
by David Edwards | Mar 5, 2020 | Death of a Loved One, EP-ProbatePage, Home, Probate
Being an executor is a big responsibility. One that requires great integrity and diligence. Many people will only experience this role once or twice in their life, and it can be a bit daunting. Here are 7 things for you to consider prior to the funeral: What were the...
by David Edwards | Oct 4, 2016 | Aging Parents, Cost of Poor Planning, Death of a Loved One
Suddenly, She Was Gone Recently, I (David) was in the airport, waiting on a flight when a fellow passenger opened up and told me his story. After being married for over 50 years, he had recently lost his wife. She was having a routine heart procedure and things went...
by David Edwards | Aug 25, 2015 | Asset Protection, Counseling, not Documents, Death of a Loved One, Do you need a lawyer?, End of Life
It may be hard to believe, but when a husband (or wife) dies, there are plenty of people there to take advantage of the situation. A recent article in a national newspaper column highlighted this risk with a local Springfield woman. Trustworthy helpers are vitally...
by David Edwards | Jun 24, 2015 | Death of a Loved One, End of Life
Our clients often come to us as a resource for questions not related to estate planning, and we are more than happy to help when they do. “What happens when a loved one dies in my home?” Like we said, sometimes our clients call us with questions that...
by David Edwards | Jul 16, 2014 | Asset Organization, Cost of Poor Planning, Death of a Loved One, End of Life, Funding and Asset Titling, IRA's, Kids' Inheritance, Probate, Roth IRA's, Wills and Trusts
Tarina, our Client Relationships Coordinator, hears it all the time, “I wish I hadn’t put off planning for so long. I just feel so much better now that we have a plan in place.” Do you want to make things easier on your family? Or more difficult? Good planning will...
