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 | 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 14, 2020 | Aging Parents, Asset Protection, Cost of Poor Planning, Grandchildren, Kids' Inheritance, Parents, Power of Attorney
When you see an article in the paper about a senior being taken advantage of, it often involves a power of attorney. A power of attorney is a great legal tool that lets someone else help you pay your bills or manage finances and property. But, watch out! If you name...
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 | Oct 10, 2017 | Counseling, not Documents, Family Farm, For Your Kids, Grandchildren, Kids' Inheritance
We have a common saying with our kids, “Fair doesn’t mean equal.” Many of us want equality to be synonymous with fairness — maybe because it seems easier to make things equal than to navigate the complexity of fairness. But think about raising...
by David Edwards | Jun 9, 2015 | Asset Protection, Getting the Job Done, Grandchildren, Kids' Inheritance, Leave a Legacy, What a Will Doesn't
One of the best ways to minimize fighting amongst your family after you’re gone is by creating a “special stuff” list before you go. Creating a “Special Stuff” List Can Minimize Fighting Amongst Your Family After You’re Gone Last...
