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 | Mar 1, 2017 | Cost of Poor Planning, End of Life, Kids' Inheritance, Parents, Risks of joint ownership
The Brock’s were just an average young family in the 1980’s. The father, Robert, had been to Vietnam and back a decade earlier. The mother, Margaret, stayed at home with their two young boys, James and Steven. The family lived in a modest ranch house in...
by David Edwards | Jan 17, 2017 | Cost of Poor Planning, Counseling, not Documents, End of Life, For Your Kids, Kids' Inheritance, Parents
Parenting often involves keeping secrets, especially when the kids are little — remember all the secrecy surrounding Christmas or birthdays? Back when my daughter was 4 years old my wife and I kept a big secret from her. For her 5th birthday we surprised her...
by David Edwards | Jul 14, 2015 | Parents
When your kids get ready to leave the nest, be sure to have a Power of Attorney for them. This past Spring, Tarina, our Client Relationships Coordinator, had a front row seat to some new Edwards Group babies. The baby robins hatched from their beautiful blue shells at...
by David Edwards | Nov 19, 2014 | Dave's personal stuff, Leave a Legacy, Parents
Ah, the holidays… a time when Michelle and I enjoy spending extra time with family. Family history and traditions mean a lot to us. Part of that family history involves names. Here are some interesting name connections in our family: 1. Otis – Bailey and...
by David Edwards | Nov 13, 2014 | End of Life, Parents, Wills and Trusts
We often get the question, “Should we name more than one child as a co-executor?” In the end, it’s a personal choice as to whether you do or not, but here are some things to think about. 1. Who will really do the work? Often if there are...
