by David Edwards | Feb 5, 2021 | 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 | Mar 6, 2020 | Estate Planning, Home, 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, EP-WillsTrustsPage, 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 15, 2019 | Estate Planning, Wills and Trusts
I often hear people say, “I don’t need an estate plan. I don’t have an estate!” But that’s not true. Virtually everyone can benefit from having a personalized estate plan, which is, at the very least, a will. Without one, the state of... 
by David Edwards | Nov 5, 2019 | Asset Protection, Wills and Trusts
When John Meier* died, he thought he had taken care of everything. He even left a will expressing his wish for his two children to share the lakefront property he had owned for over 50 years. Unfortunately, sometimes, wishes don’t come true. The traditional will... 
by David Edwards | Sep 29, 2019 | Asset Protection, Wills and Trusts
Do you back into your parking spots or just pull in? How you pull into parking spots may determine what kind of estate planner you are. Read on to find out where you fall. At Ritz’s Diner one morning there was a whole row of trucks that were backed into their...