by David Edwards | Dec 1, 2016 | Cost of Poor Planning, EP-WillsTrustsPage, Funding and Asset Titling, Getting the Job Done, Wills and Trusts
Every estate plan has three elements that determine whether it succeeds or fails. The ultimate measure of a plan’s success is, “Does it do what I want it to do in my absence?” With the following three components in place, your plan is much more...
by David Edwards | Mar 8, 2016 | Asset Protection, Business or Farm, Funding and Asset Titling, Kids' Inheritance, Wills and Trusts
Big changes in your life may require updates in your estate plan. What kind of big changes? And what should you do about it? Didn’t win the lottery?? That’s okay. Can you imagine how much life changes after something like that? The good news is, if...
by David Edwards | Feb 3, 2015 | Asset Organization, Asset Protection, Cost of Poor Planning, Divorce Risks, For Your Business, For Your Kids, Funding and Asset Titling, Kids' Inheritance, Marriage & Remarriage, Tax
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 | Nov 3, 2014 | Aging Parents, Asset Protection, Counseling, not Documents, EC-CareAffordabilityPage, End of Life, Funding and Asset Titling, Long Term Care Risks, Nursing Home, Power of Attorney
I know from experience that everyone who comes into our office has goals and expectations that they bring along with them. But did you know that we have goals for each of our clients as well? Some people see long-term care planning as a shady way to get around having...
by David Edwards | Jul 30, 2014 | Cost of Poor Planning, Funding and Asset Titling, IRA's, Kids' Inheritance, Roth IRA's, What a Will Doesn't
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 16, 2014 | Asset Organization, Cost of Poor Planning, Death of a Loved One, End of Life, Funding and Asset Titling, IRA's, Kids' Inheritance, Probate, Roth IRA's, Wills and Trusts
Tarina, our Client Relationships Coordinator, hears it all the time, “I wish I hadn’t put off planning for so long. I just feel so much better now that we have a plan in place.” Do you want to make things easier on your family? Or more difficult? Good planning will...
