by David Edwards | Mar 8, 2020 | Asset Protection, Estate Planning
Joint ownership with a right of survivorship, or joint tenancy, is a common method of owning assets. Particularly with husbands and wives, it is a very common ownership method. Many people hear about joint tenancy as being a good estate planning tool – a way to... 
by David Edwards | Mar 6, 2020 | Estate Planning, Home, Wills and Trusts
Do you have an old will? Does it need to be updated? Most changes any estate plan faces can be summed up by examining the “3 L’s”: Life – What has changed in your family, your health or your finances since your last will was created? Law – What legal or tax... 
by David Edwards | Mar 4, 2020 | Elder Care Advising, Estate Planning
I remember a phone call I had with a company who sells software to law firms. Their product seemed like something that might be helpful, and I was interested to learn more. I spent an hour on the phone with this guy and things looked good — until the salesman... 
by David Edwards | Dec 21, 2019 | Estate Planning
We often use life insurance as a tool in helping clients. Life insurance is important in many estate-planning situations, such as the following: Young families. Life insurance can help raise the kids and get them through college if a young parent dies unexpectedly.... 
by David Edwards | Nov 15, 2019 | Estate Planning, Wills and Trusts
I often hear people say, “I don’t need an estate plan. I don’t have an estate!” But that’s not true. Virtually everyone can benefit from having a personalized estate plan, which is, at the very least, a will. Without one, the state of... 
by David Edwards | Nov 14, 2019 | EP-HomePage, Estate Planning
It was recently Estate Planning Awareness Week. This concept was developed because estate planning is an often-overlooked element of financial wellness. And it’s one that is quite easy to put off thinking about. Here at Edwards Group, it’s estate planning...