by David Edwards | Mar 6, 2020 | Asset Protection, Asset Protection Trusts, EP-WillsTrustsPage, Why use a Living Trust?, Wills and Trusts
Imagine you’re on a cloud looking down after you’re gone. You see all of your loved ones, and you see all the stuff you worked so hard for (like maybe your beloved house). What is happening? Are the people left behind doing what you hoped they would? Are your assets...
by David Edwards | Feb 7, 2017 | End of Life, What a Will Does, What a Will Doesn't, Why use a Living Trust?, Wills and Trusts
A recent survey on estate planning found that 74% of those surveyed thought estate planning was a confusing topic. That’s no surprise considering estate planning has a language all its own. Today, we’ll sort out the difference between a Will, a Living Will...
by David Edwards | Jun 21, 2016 | Aging Parents, Asset Protection, Asset Protection Trusts, Long Term Care Risks, Nursing Home, Why use a Living Trust?, Wills and Trusts
Scheduling an initial meeting or attending a workshop can be a great way to learn about the legal tools available to you. But with the hectic nature of everyday life, watching a YouTube video can be a quicker and more efficient way to access basic estate planning...
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 | Dec 9, 2014 | Aging Parents, Cost of Poor Planning, End of Life, Kids' Inheritance, Leave a Legacy, Nursing Home, Power of Attorney, What a Will Doesn't, Why use a Living Trust?
Effective planning doesn’t just involve money… We tend to do things a little differently around here. After years of doing planning the traditional way (and seeing ways that the process could be improved), I started my own firm. Not only is it important...
by David Edwards | May 6, 2013 | Aging Parents, Asset Organization, Asset Protection, Asset Protection Trusts, Counseling, not Documents, Funding and Asset Titling, Nursing Home, Why use a Living Trust?, Wills and Trusts
How do you keep life savings from being depleted by nursing home costs? Read our Nursing Home Crisis Plan Case Study to find out one of the ways we helped a client. Quick Summary Mary recently had a stroke and will have to be placed in a nursing facility. She...
