by David Edwards | Jun 2, 2015 | Estate Planning, Wills and Trusts
One way in which you can minimize fighting amongst your family after you’re gone is by having “The Conversation” before you go… Does Your Family Have Trust Issues Like Robin Williams? After his death in 2014, it appeared that Robin Williams did... by David Edwards | May 14, 2015 | Elder Care Advising, Estate Planning
We’ve talked previously about what a “helper” is and why it’s so important to not only choose one, but choose a good one. Whether it’s as a trustee, executor, power of attorney or guardian, it’s very important that you choose... 
by David Edwards | Apr 21, 2015 | Estate Planning, Wills and Trusts
Much like your favorite birthday cake flavor, everyone likes different things when it comes to estate planning. Well, as of March 5, I’m another year older! And to celebrate I got to have the best birthday cake in the world — spice cake with chocolate... 
by David Edwards | Apr 15, 2015 | Elder Care Advising, Estate Planning
Here are 6 IRA planning tips you should consider for your family: 1. Help your grandkids with their own IRA Anyone who starts an IRA early, in their teens or 20’s, will see it grow to huge amounts by retirement. But young people often don’t have the funds... 
by David Edwards | Apr 7, 2015 | Elder Care Advising, Estate Planning
When it comes to your IRA, there are some planning traps you need to look out for… Here are 7 IRA planning problems to consider: 1. Incorrect beneficiaries – This is very basic, but often overlooked. Confirm that the beneficiaries are set up correctly. If... by David Edwards | Mar 17, 2015 | Elder Care Advising, Estate Planning
There are 4 stages in the lifecycle of your IRA, and each one gets progressively more complicated. The last stage is “What happens when I’m gone?” Here is what you need to know about each stage leading up to the last: Before age 59 1/2, you are...