by David Edwards | Dec 5, 2025 | Estate Planning
Here’s a practical, step-by-step checklist to organize your estate planning for your family’s peace of mind. It covers essentials like updating wills, sharing digital access, while also preparing you for “what ifs.” And, as our gift to you, here’s a link to... 
by David Edwards | Oct 23, 2025 | Asset Protection, Estate Planning
TL;DR Summary (Executive Summary) Asset organization is crucial—forgetting key details or mismatching legal documents can cause hardship for your family. The two biggest mistakes: 1) not keeping an updated, detailed master list; 2) letting your accounts/titles/plans... 
by David Edwards | Sep 25, 2025 | Death of a Loved One, Estate Planning, Wills and Trusts
People often ask us, “When do we have the reading of the Will?” That’s understandable, because for decades, movies and TV shows have shown dramatic “Will readings” where families gather in a lawyer’s office for a big reveal. Think Knives Out – the millionaire leaves... 
by David Edwards | Jul 25, 2025 | Estate Planning
Blended families face unique estate planning challenges, but with open communication and the right legal tools, families can avoid conflict and ensure all loved ones are protected. A blended family is a celebration of hope. It’s also an opportunity for challenges. If... 
by David Edwards | Mar 13, 2025 | EP-ProbatePage, Probate
Navigating the probate process can be challenging, but it doesn’t have to be. Taking the time now to learn about the probate process and understand some of the more common probate pitfalls and roadblocks can help you and your family avoid unnecessary stress and...