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 | Feb 27, 2010 | Asset Protection, Estate Planning
There are two types of asset organization mistakes that mess up estate plans. What do you own? How long would it take you to make a list of all of your assets, debts, income and the contact information for each of those? Would it take a while? If you passed away... by David Edwards | Jul 19, 2023 | Estate Planning
Life insurance can be a valuable tool in the estate planning process – providing protection and cash when your loved ones need it most. Many people ask us if life insurance should be a part of their estate planning. Our answer always depends on the individual... 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...