by David Edwards | Apr 27, 2020 | Elder Care Advising, Estate Planning
We are still open and serving those who need our help! Under the governor’s orders, legal services are considered essential business. So, we remain open to assist families with estate planning and elder care needs, but we are taking extra steps to protect our... 
by David Edwards | Apr 16, 2020
Resources Downloads to help you plan well Quick links to all downloads: “Special Stuff” List and Planning Worksheet 12 Reasons Not to Give Property or Money to Your Kids Right Now Checklist: What to Do When a Loved One Dies Funeral Planning Guide Life... 
by David Edwards | Mar 8, 2020 | Asset Protection, Estate Planning
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 | 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 5, 2020 | Death of a Loved One, EP-ProbatePage, Home, Probate
Being an executor is a big responsibility. One that requires great integrity and diligence. Many people will only experience this role once or twice in their life, and it can be hard to know what an executor needs to do. Here are 7 things for an executor to consider...