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Stop Thief! 10 Things That Can Steal From Your Estate

Stop Thief! 10 Things That Can Steal From Your Estate

by David Edwards | Jun 1, 2017 | Estate Planning

If you’ve ever been robbed like I have, you know that awful feeling of violation and loss of control. More than the material things that are stolen, the loss of peace of mind and sense of security can have lasting effects. When I had just started practicing law,...
7 Important Things Cinderella’s Father Could Have Done Better

7 Important Things Cinderella’s Father Could Have Done Better

by David Edwards | Mar 21, 2017 | Estate Planning

The secret to avoiding disaster in the Magic Kingdom — plan ahead. So much of parenting is about planning and anticipating problems BEFORE they happen. And trips to Disney World are no exception. We know from experience that our kids get worn out if the days are...

12 Duties of a Helper: What Do Executors, Trustees, Guardians and Powers of Attorney Really Do?

by David Edwards | Mar 15, 2017 | Elder Care Advising, Estate Planning

Every estate plan needs a good helper(s). Choosing those helpers can be tough. Your trustee, guardian, power of attorney, or executor will be responsible for making decisions when you become disabled (like from a stroke or dementia) or pass away. But what exactly are...
Case Study: When a Young Mother Suddenly Dies

Case Study: When a Young Mother Suddenly Dies

by David Edwards | Mar 1, 2017 | Estate Planning

The Brock’s were just an average young family in the 1980’s. The father, Robert, had been to Vietnam and back a decade earlier. The mother, Margaret, stayed at home with their two young boys, James and Steven. The family lived in a modest ranch house in...
7 Reasons Estate Planning Is an Act of Love

7 Reasons Estate Planning Is an Act of Love

by David Edwards | Feb 14, 2017 | Estate Planning

When you think of Valentine’s Day, you probably don’t think about estate planning, but we do! We see the depth of our clients’ love for their families everyday as they put an effective plan together — a plan from which they may never see the...
The Difference Between a Will, a Living Will and a Living Trust

The Difference Between a Will, a Living Will and a Living Trust

by David Edwards | Feb 7, 2017 | Elder Care Advising, Estate Planning

A recent survey on estate planning found that 74% of those surveyed thought estate planning was a confusing topic. That’s no surprise considering estate planning has a language all its own. Today, we’ll sort out the difference between a Will, a Living Will...
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