by David Edwards | Mar 10, 2015 | Elder Care Advising, Estate Planning
“When is the second best time to pay your taxes?” Many of our clients have retirement accounts, such as an IRA, 401(k) or a 403(b). These accounts take careful planning. Why? Because the accounts typically have never been taxed, and how you plan for them... 
by David Edwards | Mar 5, 2015 | Elder Care Advising, Estate Planning
IRA planning can be tricky. In order to make sure you plan as best as you can, you should discuss the following questions with your attorney and other advisors: 1. Will you need the IRA funds during your life? If not, you may want to convert to a Roth or use the... 
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...