by David Edwards | Oct 14, 2015 | Elder Care Advising
There’s a growing segment of people who are aging without the help of their adult children (either because they don’t have children or because their children live far away). Read on to learn more about the challenges they face. People are living longer... 
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 | Jun 2, 2015 | Estate Planning, Wills and Trusts
One way in which you can minimize fighting amongst your family after you’re gone is by having “The Conversation” before you go… Does Your Family Have Trust Issues Like Robin Williams? After his death in 2014, it appeared that Robin Williams did... 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...