by David Edwards | Nov 20, 2018 | Counseling, not Documents, For Your Kids, Kids' Inheritance, Leave a Legacy
What story from your life or your parents’ life needs to be remembered? Did your grandmother board a ship at the age of 15 and immigrate to America all by herself? Does your grandfather have great stories about the shenanigans that went on at the family farm?...
by David Edwards | Oct 2, 2018 | EP-ProtectingAssetsSavings, For Your Kids, Kids' Inheritance
So, where will your stuff go when you die? Think about it for a minute. Who will get your stuff and how much will they get? Will the inheritance you leave make a big difference in their financial lives? In many cases it will, and it may be a lot more money than they...
by David Edwards | Apr 11, 2018 | Asset Protection, Asset Protection Trusts, Divorce Risks, EP-ProtectingAssetsSavings, For Your Kids, Kids' Inheritance, Lawsuits and Creditor Risks, Long Term Care Risks, Marriage & Remarriage
Estate planning can seem complicated, but often it’s just because the vocabulary isn’t familiar. Here is what you need to know about asset protection: What is asset protection? What risks should I protect against? What timelines should I consider when it...
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 1, 2017 | Asset Protection, Cost of Poor Planning, Divorce Risks, For Your Business, For Your Kids, Kids' Inheritance, Lawsuits and Creditor Risks, Long Term Care Risks, Marriage & Remarriage, Tax
If you’ve ever been robbed like I have, you know that awful feeling of violation and loss of control. More than the material things that are stolen, the loss of peace of mind and sense of security can have lasting effects. When I had just started practicing law,...
by David Edwards | May 9, 2017 | Aging Parents, Asset Protection, For Your Kids, Getting the Job Done, Kids' Inheritance, Long Term Care Risks, Nursing Home
This is the real life story of two sisters, an annuity, nursing home costs, and why Medicaid Planning matters. Mom did not have a lot, but she owned her home, had a steady retirement income, and had purchased two annuities. Each in the amount of $50,000. Each daughter...
