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... 
by David Edwards | Aug 21, 2014 | Estate Planning
Our clients share a lot of personal information about their families with us. And that’s part of the reason I like to share my family with you. Families are why we do what we do! This summer we spent a week in Branson with my parents and brother’s family.... 
by David Edwards | Jul 30, 2014 | Estate Planning, Wills and Trusts
Download our Beneficiary Designations Form Many people incorrectly assume that all their assets will be distributed through their will. Unfortunately, this is a big misconception. A good example of this is retirement savings, such as an IRA or 401(k). These accounts... by David Edwards | Jul 23, 2014 | Estate Planning
Creating a “special stuff list” will go a long way in keeping the peace once you’re gone. Sadly, in my line of work, I see families fighting much more often than I would like. And while the media might lead you to believe it’s all about the... 
by David Edwards | Jul 16, 2014 | Elder Care Advising, Estate Planning
Many people plan for retirement, but there are expensive surprises that can crop up around healthcare and derail your plans. Read on for 3 surprises about retirement that can cost you lots of money. 3 Myths About Retirement That Will Cost You Money 1. You’ll...