by David Edwards | Dec 15, 2015 | Elder Care Advising, EP-PowersOfAttorneyPage, Power of Attorney
Last week we gave you a secret test you could give a named helper (or potential helper) to see if they might be up to the task. But what sorts of things might you need help with? There are generally two categories… Help With Finances A recent National Institutes... by David Edwards | Dec 9, 2015 | Elder Care Advising, Estate Planning
Naming a helper for your plan is one of the most important decisions you’ll ever have to make, but you don’t have to do it alone. Read on for guidance in choosing your executor, trustee or power of attorney. Be Careful Who You Choose I heard another... by David Edwards | Oct 6, 2015 | Estate Planning
We frequently get questions about safe deposit boxes from clients. Read on to see our recommendations… Do you need a safe deposit box? Safe deposit boxes are nice to have, mostly because of the problems that at-home safes can cause. If you have a fireproof safe... by David Edwards | May 14, 2015 | Elder Care Advising, Estate Planning
We’ve talked previously about what a “helper” is and why it’s so important to not only choose one, but choose a good one. Whether it’s as a trustee, executor, power of attorney or guardian, it’s very important that you choose... by David Edwards | Feb 3, 2015 | Estate Planning
It is vitally important that you review all your beneficiary designations (life insurance, 401(k)s, etc.) every 2 years, or sooner in cases of births, deaths, marriages, divorce, job changes or retirement. Download our beneficiary designation form here. Read on to see...