by David Edwards | Jul 8, 2019 | Counseling, not Documents, Name Guardians, Wills and Trusts
Summer is a popular time for road trips and traveling. While you pack and prepare your house, consider double checking your estate plan before you go. Check These 3 Things Before Traveling A Plan for Minors – if you have children under the age of 18, it is...
by David Edwards | Mar 21, 2017 | Cost of Poor Planning, Counseling, not Documents, For Your Kids, Kids' Inheritance, Marriage & Remarriage, Name Guardians
The secret to avoiding disaster in the Magic Kingdom — plan ahead. So much of parenting is about planning and anticipating problems BEFORE they happen. And trips to Disney World are no exception. We know from experience that our kids get worn out if the days are...
by David Edwards | Mar 15, 2017 | Counseling, not Documents, End of Life, EP-PowersOfAttorneyPage, Name Guardians, Power of Attorney
Every estate plan needs a good helper(s). Choosing those helpers can be tough. Your trustee, guardian, power of attorney, or executor will be responsible for making decisions when you become disabled (like from a stroke or dementia) or pass away. But what exactly are...
by David Edwards | May 14, 2015 | Cost of Poor Planning, Counseling, not Documents, Name Guardians, Power of Attorney, Wills and Trusts
We’ve talked previously about what a “helper” is and why it’s so important to not only choose one, but choose a good one. Whether it’s as a trustee, executor, power of attorney or guardian, it’s very important that you choose...
by David Edwards | Mar 4, 2014 | Aging Parents, Asset Protection, Disability, Divorce Risks, For Your Business, For Your Kids, Grandchildren, How to Choose an Attorney, Kids' Inheritance, Lawsuits and Creditor Risks, Long Term Care Risks, Marriage & Remarriage, Name Guardians, Nursing Home, Tax, Wills and Trusts
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 | Apr 16, 2013 | Aging Parents, Divorce Risks, For Your Business, For Your Kids, Grandchildren, Kids' Inheritance, Long Term Care Risks, Marriage & Remarriage, Name Guardians, Nursing Home, Parents, Power of Attorney, Tax, Wills and Trusts
The following quiz helps you identify weak spots in your estate planning. For many people an estate plan just means a will, but oftentimes that is not enough to accomplish the goals you have or to protect your loved ones. Honestly answering these 8 questions will help...
