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
Another way (see the first way here) in which you can 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...
by David Edwards | Apr 15, 2015 | Grandchildren, IRA's, Kids' Inheritance, Roth IRA's
Here are 6 IRA planning tips you should consider for your family: 1. Help your grandkids with their own IRA Anyone who starts an IRA early, in their teens or 20’s, will see it grow to huge amounts by retirement. But young people often don’t have the funds...
by David Edwards | Apr 7, 2015 | Charitable Giving, Grandchildren, IRA's, Kids' Inheritance, Roth IRA's
When it comes to your IRA, there are some planning traps you need to look out for… Here are 7 IRA planning problems to consider: 1. Incorrect beneficiaries – This is very basic, but often overlooked. Confirm that the beneficiaries are set up correctly. If...
by David Edwards | Mar 3, 2015 | Divorce Risks, Grandchildren, Marriage & Remarriage, Special Needs, Wills and Trusts
I have a piece of clothing we simply call “my favorite sweatshirt.” I think it’s about 20 years old. I may have had it when I graduated from law school in 1995. If not, I got it shortly after that. (The picture to the left is from 1998.) We have a...
