by David Edwards | Dec 12, 2019
Our Approach Taking the time to understand you and your family’s needs Without a good listener, some of the most important aspects of your plan could be overlooked. We always start by listening, we want to hear about your family situation, needs, goals, and... by David Edwards | Jul 16, 2014 | Elder Care Advising, Estate Planning
Many people plan for retirement, but there are expensive surprises that can crop up around healthcare and derail your plans. Read on for 3 surprises about retirement that can cost you lots of money. 3 Myths About Retirement That Will Cost You Money 1. You’ll... by David Edwards | Jun 26, 2010 | Estate Planning
Why is getting organized so much fun? Well, I should rephrase that. Getting organized is a lot of work. But BEING organized is fun. A while back Michelle and I went to the Container Store in St. Louis. Who would think there is a store with nothing but containers for... by David Edwards | Jul 3, 2009 | Estate Planning
Are you tired yet of hearing about the Michael Jackson saga? One thing for sure, the gossip media should have plenty to talk about for quite a while. It turns out Michael did have a Last Will & Testament after all. (Thanks to those who sent me links to good... by David Edwards | Sep 20, 2023 | Estate Planning, Wills and Trusts
Whether you are wealthy or working class, Trusts can be a very valuable planning tool when it comes to creating an effective estate plan. When people think about estate planning, they often think about a Last Will & Testament. While Wills are the most basic estate...