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... by David Edwards | Jul 30, 2014 | Estate Planning, Wills and Trusts
Download our Beneficiary Designations Form Many people incorrectly assume that all their assets will be distributed through their will. Unfortunately, this is a big misconception. A good example of this is retirement savings, such as an IRA or 401(k). These accounts... by David Edwards | Jul 16, 2014 | Wills and Trusts
Tarina, our Client Relationships Coordinator, hears it all the time, “I wish I hadn’t put off planning for so long. I just feel so much better now that we have a plan in place.” Do you want to make things easier on your family? Or more difficult? Good planning will... by David Edwards | May 29, 2014 | EP-FamilyFarmsPage, Family Farm
When you pass away, what will happen to your farmland? Maybe it’s land that has been in your family for generations. For many families, saving the family farm is important. Without a specific estate plan in place, the land is at risk. You may even know families like... by David Edwards | Apr 8, 2013 | Elder Care Advising, Estate Planning
Sometimes there’s confusion about what we really do around here. We ARE NOT financial advisors who sell financial products or invest money. Some of the things we do are: Use legal tools like wills, trusts, deeds and LLC’s to accomplish your goals and carry...