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Please, not another blog about Michael Jackson!

by David Edwards | Jul 9, 2009 | Estate Planning

There are 2 kinds of people in the world. Some can’t get enough of the Michael Jackson saga. Others are complaining about how all the real news in the world is being drowned out by old Michael videos and talking heads analyzing his dysfunctional family. If...

Living Trust: valuable tool for Disability Planning

by David Edwards | Jun 26, 2009 | Power of Attorney, Wills and Trusts

It’s my job to use whatever tools will best get the job done for the client. What will work best to build the plan the client wants? Although it’s not the client’s job to understand all the tools that we use in the plan, most clients end up with a...

Wealth Transfer or Wealth Reception – Part #1

by David Edwards | Jun 22, 2009 | Estate Planning

You might ask yourself:  How do you define a successful estate plan?  or How do you define a successful life? I help clients carry out the goals they have for themselves and their families. However, I always want to make sure clients have developed goals with a full...
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