by David Edwards | Apr 27, 2020 | Getting the Job Done
We are still open and serving those who need our help! Under the governor’s orders, legal services are considered essential business. So, we remain open to assist families with estate planning and elder care needs, but we are taking extra steps to protect our...
by David Edwards | Feb 6, 2018 | Cost of Poor Planning, EP-HomePage, Getting the Job Done, Home, Leave a Legacy, Wills and Trusts
“I just want a simple will.” We hear this a lot. The people who say it generally assume they have a “regular” family with straightforward assets. They don’t want to pay a lot for elaborate documents they don’t understand. They just...
by David Edwards | May 9, 2017 | Aging Parents, Asset Protection, For Your Kids, Getting the Job Done, Kids' Inheritance, Long Term Care Risks, Nursing Home
This is the real life story of two sisters, an annuity, nursing home costs, and why Medicaid Planning matters. Mom did not have a lot, but she owned her home, had a steady retirement income, and had purchased two annuities. Each in the amount of $50,000. Each daughter...
by David Edwards | Jan 24, 2017 | EP-ProbatePage, Getting the Job Done, How to Choose an Attorney
A recent survey on estate planning showed that 53% of respondents said it’s difficult to find an advisor they trust. We understand how hard it is to choose an estate planning attorney. After years of working with many, many clients, we feel pretty good about...
by David Edwards | Jan 10, 2017 | Asset Protection, Cost of Poor Planning, Counseling, not Documents, Getting the Job Done, Tax
“An ounce of prevention is worth a pound of cure.” When it comes to estate planning, this quote from Benjamin Franklin could not be more true. Oftentimes, people don’t think of estate planning, or the issues related to it, until it is too late. As a...
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...
