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 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 | 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 | 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 | Feb 5, 2019 | Estate Planning, Wills and Trusts
Creating online legal documents is becoming more and more common. Despite the convenience of creating a Will without the expense and hassle of meeting with an attorney, there are many pitfalls to creating a simple plan online or even with a more traditional attorney...