by David Edwards | Dec 20, 2019
Care Affordability ELDER CARE One of the greatest concerns we hear from clients is the fear of outliving their savings. No one’s vision of retirement includes going into a nursing home. It’s not what you want for you or your spouse. But if it happens, your income and... 
by David Edwards | Dec 20, 2019
Long-Term Care ESTATE PLANNING Long-term Care Planning is one of the biggest issues facing aging adults today. With experts projecting that nearly 70% of all individuals will need long-term care at some point in their life, the issue cannot be ignored. And yet, many... 
by David Edwards | Dec 20, 2019
Powers of Attorney ESTATE PLANNING Think of all the decisions you make in a week or a month — how much money you spend, or save, whether you get your car fixed, whether you go to the doctor if you aren’t feeling well. What will happen if you can’t make those decisions... 
by David Edwards | Dec 20, 2019
Probate ESTATE PLANNING Have you just lost a loved one? On top of the grieving and loss, there are legal and financial details to deal with. Sometimes a lot of details. Where do you turn for help? We regularly work with families to address these challenges after... 
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...