by David Edwards | Mar 3, 2015 | Estate Planning
I have a piece of clothing we simply call “my favorite sweatshirt.” I think it’s about 20 years old. I may have had it when I graduated from law school in 1995. If not, I got it shortly after that. (The picture to the left is from 1998.) We have a...
by David Edwards | Feb 24, 2015 | Estate Planning
Asking how much an estate plan will cost is one of the last questions you should be asking when considering an estate plan. As an estate planning attorney, I often get asked the question, “Well, how much does it cost?” But we can’t answer that... by David Edwards | Feb 3, 2015 | Estate Planning
It is vitally important that you review all your beneficiary designations (life insurance, 401(k)s, etc.) every 2 years, or sooner in cases of births, deaths, marriages, divorce, job changes or retirement. Download our beneficiary designation form here. Read on to see...
by David Edwards | Dec 9, 2014 | Elder Care Advising, Estate Planning
Effective planning doesn’t just involve money… We tend to do things a little differently around here. After years of doing planning the traditional way (and seeing ways that the process could be improved), I started my own firm. Not only is it important... by David Edwards | Nov 19, 2014 | Estate Planning
Ah, the holidays… a time when Michelle and I enjoy spending extra time with family. Family history and traditions mean a lot to us. Part of that family history involves names. Here are some interesting name connections in our family: 1. Otis – Bailey and... by David Edwards | Nov 5, 2014 | Estate Planning
We ask our clients to share A LOT of personal information with us. It’s necessary for us to help them in the most effective way possible. Because of that high level of trust we ask you to place in us, and because my family is so important to me, I love sharing...