by David Edwards | Mar 6, 2020 | Death of a Loved One, Do you need a lawyer?, Popular, Probate
After losing a loved one, many people ask the question, “Do I need to hire an attorney?”That depends — do you know what needs to be done? Are you having problems transferring assets? If everything is in joint tenancy – meaning the survivor becomes the...
by David Edwards | Mar 5, 2020 | Death of a Loved One, EP-ProbatePage, Home, Probate
Being an executor is a big responsibility. One that requires great integrity and diligence. Many people will only experience this role once or twice in their life, and it can be a bit daunting. Here are 7 things for you to consider prior to the funeral: What were the...
by David Edwards | May 18, 2016 | Cost of Poor Planning, Probate, Wills and Trusts
Sadly, celebrity deaths often provide a good opportunity to review what not to do when it comes to estate planning. Imagine being worth $300 million and not even having a Will The recent death of the eccentric singer, Prince, offered another opportunity to see what...
by David Edwards | Jun 2, 2015 | Cost of Poor Planning, For Your Kids, Kids' Inheritance, Leave a Legacy, Probate, What a Will Doesn't, Why use a Living Trust?
One way in which you can minimize fighting amongst your family after you’re gone is by having “The Conversation” before you go… Does Your Family Have Trust Issues Like Robin Williams? After his death in 2014, it appeared that Robin Williams did...
by David Edwards | Jul 16, 2014 | Asset Organization, Cost of Poor Planning, Death of a Loved One, End of Life, Funding and Asset Titling, IRA's, Kids' Inheritance, Probate, Roth IRA's, Wills and Trusts
Tarina, our Client Relationships Coordinator, hears it all the time, “I wish I hadn’t put off planning for so long. I just feel so much better now that we have a plan in place.” Do you want to make things easier on your family? Or more difficult? Good planning will...
by David Edwards | May 29, 2014 | Asset Protection, Funding and Asset Titling, Probate, Wills and Trusts
1. Your plan is not personalized. You may have a Last Will & Testament or even a trust, but do you know what it does? Do you feel like it fits you well? Or are there some things about it that you wish you could change? Some people end up with fill-in-the-blank...
