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...
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....
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...
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...
I often get asked, “How much does it cost to do an estate plan?” It’s difficult to answer that question without understanding more about your family, your situation, and explaining more about our process. If you called a contractor and said, “I...
Attorney David Edwards recently co-wrote a book with Ron Deal and Greg Pettys. This article is adapted from that book — The Smart Stepfamily Guide to Financial Planning: Money Management Before and After You Blend a Family. Forming a Togetherness Agreement...
