by David Edwards | Mar 6, 2020 | Estate Planning, Home, Wills and Trusts
Do you have an old will? Does it need to be updated? Most changes any estate plan faces can be summed up by examining the “3 L’s”: Life – What has changed in your family, your health or your finances since your last will was created? Law – What legal or tax... by David Edwards | Nov 15, 2019 | Estate Planning, Wills and Trusts
I often hear people say, “I don’t need an estate plan. I don’t have an estate!” But that’s not true. Virtually everyone can benefit from having a personalized estate plan, which is, at the very least, a will. Without one, the state of...
by David Edwards | Nov 14, 2019 | EP-HomePage, Estate Planning
It was recently Estate Planning Awareness Week. This concept was developed because estate planning is an often-overlooked element of financial wellness. And it’s one that is quite easy to put off thinking about. Here at Edwards Group, it’s estate planning... by David Edwards | Feb 5, 2019 | Estate Planning, Wills and Trusts
Creating online legal documents is becoming more and more common. Despite the convenience of creating a Will without the expense and hassle of meeting with an attorney, there are many pitfalls to creating a simple plan online or even with a more traditional attorney...
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...