by David Edwards | Nov 5, 2019 | Asset Protection, Asset Protection Trusts, Cost of Poor Planning, Leave a Legacy
When John Meier* died, he thought he had taken care of everything. He even left a will expressing his wish for his two children to share the lakefront property he had owned for over 50 years. Unfortunately, sometimes, wishes don’t come true. The traditional will...
by David Edwards | Mar 13, 2019 | Asset Protection, Leave a Legacy, Long Term Care Risks, Nursing Home
There’s a real problem facing Americans over the age of 65 — the cost of nursing home care. It’s expensive and often unavoidable. A lucky few have enough income to cover the $80,000 per year cost. But how does the average person afford it?...
by David Edwards | Mar 8, 2019 | Asset Protection, Cost of Poor Planning, EP-LongTermCarePage, Leave a Legacy, Long Term Care Risks, Nursing Home
You may be a couple decades away from needing nursing home care, but the sooner you can understand and plan for the costs involved, the better. Here are three truths everyone should know about nursing homes: 1. You’ll probably need nursing home care. The...
by David Edwards | Dec 18, 2018 | Counseling, not Documents, Leave a Legacy
With the world going digital, it may seem old-fashioned to print a book about your family’s history. But the truth is, a screen can never replace the experience of flipping through pages of pictures and stories about your loved ones. We know this on a gut level, but...
by David Edwards | Dec 11, 2018 | Counseling, not Documents, Grandchildren, Leave a Legacy, Parents
With all the holiday gatherings coming up, this is the perfect time of year to get around the table and record your family’s stories. Smartphones have made this easier than ever: turn on a voice record app, set it in the middle of the table, and start asking grandma...
by David Edwards | Nov 20, 2018 | Counseling, not Documents, For Your Kids, Kids' Inheritance, Leave a Legacy
What story from your life or your parents’ life needs to be remembered? Did your grandmother board a ship at the age of 15 and immigrate to America all by herself? Does your grandfather have great stories about the shenanigans that went on at the family farm?...
