by David Edwards | Aug 26, 2011 | Estate Planning
“Is it possible to purchase life insurance for a disabled person? I tried to purchase life insurance for my disabled son and he was turned down.” — Jan L. Yes, it is possible to get life insurance for a disabled person. However, as with all life... 
by David Edwards | Aug 23, 2011 | Estate Planning
“Is estate planning the same as having life insurance?” — Julie H They’re not the same thing, but effective estate planning might include life insurance. Good estate planning uses certain legal strategies (wills, trusts, power of attorneys, etc.)... 
by David Edwards | Jul 25, 2011 | Estate Planning
Baseball — it’s a family legacy. I just finished Doris Kearns Goodwin’s book Wait Till Next Year, and while it might seem like a good title for Cubs’ fans, in this memoir Goodwin recounts growing up in Brooklyn during the 50’s and rooting... 
by David Edwards | Jul 18, 2011 | Estate Planning
You can’t stop the clock. One night Michelle and I pull into the garage. It’s 10 pm. The kids were up WAY later than usual. No surprise, they are asleep in their car seats. 4 year old Bailey sits in the 3rd seat in our SUV. I unbuckle her and try to... 
by David Edwards | Jul 11, 2011 | Death of a Loved One, Estate Planning
“They saved on taxes and avoided probate, but after the funeral, the kids never talked again.” Not a very successful plan then, was it? Even if you save taxes, avoid probate court and leave plenty of money for your family — what’s the point of... 
by David Edwards | Jun 21, 2011 | Elder Care Advising, Estate Planning
5 of 5 The number of Medicaid applications approved for our clients in the past 5 months. A perfect record! Giving peace of mind to 5 families, despite some complex situations requiring creative (but totally legal) strategies. 43 The number of hours Laura spent on a...