by David Edwards | Sep 22, 2015 | Elder Care Advising, Estate Planning, Power of Attorney
Good “helpers” are essential to an effective plan. Could the people you’ve chosen as executor, trustee, power of attorney, or guardian pass this simple test? Every Estate Plan Needs a Good Helper We talk about good “helpers” a lot, and... 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 | Dec 9, 2014 | Elder Care Advising, Estate Planning
Effective planning doesn’t just involve money… We tend to do things a little differently around here. After years of doing planning the traditional way (and seeing ways that the process could be improved), I started my own firm. Not only is it important... by David Edwards | Apr 18, 2014 | Elder Care Advising, Estate Planning
A week after actor Mickey Rooney passed away, a court has decided where he will be buried. Sadly, and once again, Hollywood provides another teachable moment about the hazards of poor planning. Here are two of the biggest issues the media has covered, and how they... 
by David Edwards | Oct 23, 2012 | Aging Parents, Estate Planning
Cash may be king, but keeping large amounts of cash at home is a big estate planning mistake. There’s nothing like cold hard cash right? Not where estate planning is concerned. Some people have a tendency to keep large amounts of cash at home. In our experience,...