by David Edwards | Jul 15, 2010 | End of Life
What do sweaters in the suitcase have to do with estate planning? Let me tell you. As I sit down with clients to review the draft of their living trust, they may think the trust is much thicker than they expected. Before we review the trust, I tell them a story....
by David Edwards | Jun 26, 2010 | Estate Planning
Why is getting organized so much fun? Well, I should rephrase that. Getting organized is a lot of work. But BEING organized is fun. A while back Michelle and I went to the Container Store in St. Louis. Who would think there is a store with nothing but containers for...
by David Edwards | Mar 8, 2010 | Asset Protection, Wills and Trusts
I am often asked whether a living trust will protect assets from nursing home costs, lawsuits, or other risks. The general answer is “no.” A living trust is designed to help organize your assets and prepare for a time where you may face a disability or... by David Edwards | Mar 8, 2010 | Estate Planning, Wills and Trusts
What doesn’t a Will accomplish? A will doesn’t avoid the probate court’s involvement. In fact, it guarantees a probate if you have a certain type or level of assets. Find out more about probate and why people want to avoid it here. A will...
by David Edwards | Feb 27, 2010 | Asset Protection, Estate Planning
There are two types of asset organization mistakes that mess up estate plans. What do you own? How long would it take you to make a list of all of your assets, debts, income and the contact information for each of those? Would it take a while? If you passed away...