by David Edwards | Dec 2, 2020 | Asset Protection, Asset Protection Trusts, For Your Kids, Kids' Inheritance, Lawsuits and Creditor Risks, Marriage & Remarriage, Parents
I often speak to local associations and service groups about estate planning. Oftentimes, the topic is about protecting the money people have worked so hard for. While proper planning can make things easier on your heirs after you’re gone, few people consider...
by Carla Green | Nov 24, 2020 | Aging Parents, Counseling, not Documents, For Your Kids, Parents
This year has been quite a year, with COVID-19 and the election. We have had long periods of isolation without our family and friends. It also seems to be a year of choosing between two platforms: Masks or No Masks, Biden or Trump, Schools Should Reopen or Schools...
by David Edwards | Jul 26, 2020 | Asset Protection, College Financial Aid, Cost of Poor Planning, Death of a Loved One, Divorce Risks, For Your Kids, Grandchildren, Marriage & Remarriage, Parents, Wills and Trusts
Women today have many unique situations that require special treatment when it comes to estate planning. Well, maybe not special treatment, but women need to take extra care that they are protected through good planning. Here are some examples: Young mom stays home...
by David Edwards | Feb 27, 2020 | Aging Parents, Asset Protection, Cost of Poor Planning, Parents, Power of Attorney, Wills and Trusts
We all have control issues. When my son was 2-years-old we experienced our share of yelling, “NO!!” and throwing full tantrums on the floor. Toddlers are just beginning to understand how they can exert control on the world around them,...
by David Edwards | Jan 28, 2020 | Aging Parents, Asset Protection, Asset Protection Trusts, Charitable Giving, Grandchildren, Parents, Power of Attorney, Risks of joint ownership
In our past two posts we talked about how Elder Fraud is on the rise and the types of fraud to look out for. Here are 7 questions to ask your friends and loved ones that can raise red flags about the possibility that they are being set up as a target for Elder Fraud:...
by David Edwards | Jan 21, 2020 | Aging Parents, Asset Protection, EP-ProtectingAssetsSavings, Nursing Home, Parents, Power of Attorney
In our last post we talked about how Elder Fraud is sadly on the rise. In this post we want to give you a heads up about specific types of fraud to look out for. Scams to watch out for from strangers: Fake prizes and sweepstakes Too good to be true investments...
