by David Edwards | Oct 6, 2015 | Estate Planning
We frequently get questions about safe deposit boxes from clients. Read on to see our recommendations… Do you need a safe deposit box? Safe deposit boxes are nice to have, mostly because of the problems that at-home safes can cause. If you have a fireproof safe...
by David Edwards | Sep 22, 2015 | Elder Care Advising, Estate Planning, Power of Attorney
Good “helpers” are essential to an effective plan. Could the people you’ve chosen as executor, trustee, power of attorney, or guardian pass this simple test? Every Estate Plan Needs a Good Helper We talk about good “helpers” a lot, and... by David Edwards | Sep 16, 2015 | Estate Planning
The Edwards family had a pretty low key summer, but still made fun memories at baseball games, Six Flags, swimming and going to the Wisconsin Dells. Here are some pictures of the highlights.
by David Edwards | Jun 30, 2015 | Estate Planning
David Edwards loves what he does, and it’s obvious because he can connect just about anything to estate planning! In this post, Dave and his dad explore how estate planning is like… old tennis rackets. Estate Planning is Like… Old Tennis...
by David Edwards | Jun 9, 2015 | Estate Planning
One of the best ways to minimize fighting amongst your family after you’re gone is by creating a “special stuff” list before you go. Creating a “Special Stuff” List Can Minimize Fighting Amongst Your Family After You’re Gone Last...