by David Edwards | Feb 25, 2021 | Disability, End of Life, Power of Attorney, Wills and Trusts
Diagnoses like dementia and cancer are hard to receive. While these conditions are often treatable, and it’s possible to live with them for a significant length of time, the unfortunate truth is that no one can live forever. That’s why it’s important...
by David Edwards | Feb 5, 2021 | What a Will Does, What a Will Doesn't, Wills and Trusts
There are a lot of misconceptions surrounding wills and estate planning. These wrong assumptions cost families time, money, and stress on a regular basis. Here are eight costly myths about wills that you should be aware of: 1. Wills avoid probate. False! In fact,...
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 | Mar 8, 2020 | Funding and Asset Titling, Risks of joint ownership, Wills and Trusts
Joint ownership with a right of survivorship, or joint tenancy, is a common method of owning assets. Particularly with husbands and wives, it is a very common ownership method. Many people hear about joint tenancy as being a good estate planning tool – a way to...
by David Edwards | Mar 6, 2020 | Cost of Poor Planning, Popular, Wills and Trusts
Do you have an old will? Does it need to be updated? Most changes any estate plan faces can be summed up by examining the “3 L’s”: Life – What has changed in your family, your health or your finances since your last will was created? Law – What legal or tax...
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...
