by David Edwards | Mar 6, 2020 | Probate
After losing a loved one, many people ask the question, “Do I need to hire an attorney?”That depends — do you know what needs to be done? Are you having problems transferring assets? If everything is in joint tenancy – meaning the survivor becomes the...
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 | Aug 18, 2026 | Estate Planning, Wills and Trusts
Most people assume their Will controls where everything goes when they die. It doesn’t. Some of the biggest assets a family owns, like a 401(k), an IRA, or a life insurance policy, are controlled by a separate form: the beneficiary designation. Whoever is named...
by David Edwards | May 21, 2026 | Asset Protection, Wills and Trusts
By David Edwards | Edwards Group Key TakeawaysA Revocable Living Trust helps your family avoid probate, keeps your plan private, and names someone to manage your finances if you can’t — but it does NOT protect your assets from nursing home costs or creditors. An...
by David Edwards | Jan 5, 2026 | Aging Parents, Elder Care Advising
Why Waiting to Plan Is So Costly Delaying estate and elder care planning almost always leads to higher taxes, legal fees, family conflict, and emotional stress. High-profile cases like Prince, Aretha Franklin, and Stan Lee show how even wealthy, successful people can...
