by David Edwards | Jul 21, 2024 | Estate Planning
“Is estate planning the same as having life insurance?” — Julie H This is a great question and one that we hear often. The simple answer is no. Estate planning is not the same as having life insurance. However, owning a life insurance policy or having a few different... 
by David Edwards | Jun 19, 2024 | Aging Parents, Elder Care Advising
Caring for an aging loved one can be a challenging and complex responsibility, often leaving caregivers feeling stressed and stretched thin. Juggling doctors’ appointments, managing medications, handling bills, and ensuring all necessary legal documents are in... 
by David Edwards | May 14, 2024 | Estate Planning
Vacation season is upon us, and as you make plans to drive, fly, or sail to your destination this summer, you’re no doubt making checklists of things to do and things to pack. Your to-do list might include asking a neighbor to watch your home and collect your mail,... 
by David Edwards | Oct 3, 2023 | Estate Planning
Have you taken the necessary steps to prepare your family for their inheritance? Estate planning isn’t just about securing your financial future; it’s also about preparing your heirs for the inheritance they will receive one day. Ensuring your loved ones... 
by David Edwards | Apr 18, 2022 | Asset Protection, Elder Care Advising
We’ve previously talked about asset protection, but before we jump into some real-life examples, let’s review: Asset protection is simply protecting the things you own. This could be your house, your savings accounts, your IRAs, farmland, etc. Life is unpredictable,...