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...
by David Edwards | Nov 14, 2019 | Cost of Poor Planning, EP-HomePage, Risks of joint ownership, Wills and Trusts
It was recently Estate Planning Awareness Week. This concept was developed because estate planning is an often-overlooked element of financial wellness. And it’s one that is quite easy to put off thinking about. Here at Edwards Group, it’s estate planning...
by David Edwards | Oct 8, 2019 | Counseling, not Documents, EP-HomePage, How to Choose an Attorney, Wills and Trusts
I often get asked, “How much does it cost to do an estate plan?” It’s difficult to answer that question without understanding more about your family, your situation, and explaining more about our process. If you called a contractor and said, “I...
by David Edwards | Jul 20, 2019 | Counseling, not Documents, EP-WillsTrustsPage, Wills and Trusts
You took that big step. You found an attorney and you finally got a Will. So why don’t you feel better? You should be experiencing peace of mind, but instead you’re still experiencing that nagging worry at the back of your mind. Unfortunately, this happens...
by David Edwards | Jul 8, 2019 | Counseling, not Documents, Name Guardians, Wills and Trusts
Summer is a popular time for road trips and traveling. While you pack and prepare your house, consider double checking your estate plan before you go. Check These 3 Things Before Traveling A Plan for Minors – if you have children under the age of 18, it is...
