by David Edwards | Dec 1, 2015 | Elder Care Advising, Nursing Home
When a loved one is facing long-term care the first concern people have when they come to us for planning is how to get the best care possible. The second concern is how to pay for it. Getting Good Care People come to us worried about an aging family member or... 
by David Edwards | Jun 30, 2015 | Estate Planning
David Edwards loves what he does, and it’s obvious because he can connect just about anything to estate planning! In this post, Dave and his dad explore how estate planning is like… old tennis rackets. Estate Planning is Like… Old Tennis... 
by David Edwards | Apr 7, 2015 | Elder Care Advising, Estate Planning
When it comes to your IRA, there are some planning traps you need to look out for… Here are 7 IRA planning problems to consider: 1. Incorrect beneficiaries – This is very basic, but often overlooked. Confirm that the beneficiaries are set up correctly. If... by David Edwards | Mar 5, 2015 | Elder Care Advising, Estate Planning
IRA planning can be tricky. In order to make sure you plan as best as you can, you should discuss the following questions with your attorney and other advisors: 1. Will you need the IRA funds during your life? If not, you may want to convert to a Roth or use the... 
by David Edwards | Feb 24, 2015 | Estate Planning
Asking how much an estate plan will cost is one of the last questions you should be asking when considering an estate plan. As an estate planning attorney, I often get asked the question, “Well, how much does it cost?” But we can’t answer that...