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 6, 2020 | Asset Protection, EP-WillsTrustsPage, Wills and Trusts
Imagine you’re on a cloud looking down after you’re gone. You see all of your loved ones, and you see all the stuff you worked so hard for (like maybe your beloved house). What is happening? Are the people left behind doing what you hoped they would? Are your assets... 
by David Edwards | Dec 19, 2019
Starter Packet Documents Planning document downloads Wills and Trusts Personal Information Form (return before Initial Meeting) Documents Checklist (needed after we get started on Living Trust planning) 10 Qualities of a Good Estate Plan (Newsletter explaining what... 
by David Edwards | Dec 19, 2019
Estate Administration Fulfillment Manager Liis joined the Edwards Group team as Asset Coordinator in September of 2011. She initially helped organize client assets and oversaw transfers both during planning and after death. In 2014 she transitioned to Trust/Estate...