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What Is a Trustee and When Might You Need One?

What Is a Trustee and When Might You Need One?

by David Edwards | Jun 20, 2018 | Wills and Trusts

You’ve probably heard of trusts and trustees before – most likely in the context of a rich kid living off of their trust fund. However, trusts are not just legal tools for the wealthy. We’ve talked about trusts before, and if you want to delve a...

12 Duties of a Helper: What Do Executors, Trustees, Guardians and Powers of Attorney Really Do?

by David Edwards | Mar 15, 2017 | Elder Care Advising, Estate Planning

Every estate plan needs a good helper(s). Choosing those helpers can be tough. Your trustee, guardian, power of attorney, or executor will be responsible for making decisions when you become disabled (like from a stroke or dementia) or pass away. But what exactly are...
The Difference Between a Will, a Living Will and a Living Trust

The Difference Between a Will, a Living Will and a Living Trust

by David Edwards | Feb 7, 2017 | Elder Care Advising, Estate Planning

A recent survey on estate planning found that 74% of those surveyed thought estate planning was a confusing topic. That’s no surprise considering estate planning has a language all its own. Today, we’ll sort out the difference between a Will, a Living Will...
The Checkbook Test: Can your executor or trustee pass it?

The Checkbook Test: Can your executor or trustee pass it?

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...

Getting Started With Wills and Trusts: The Next Steps

by David Edwards | Dec 13, 2012 | Estate Planning, Wills and Trusts

If you’re curious about the best way to get started at Edwards Group, download our latest flyer. It tells you the three easy steps you can take to get started today… Download the flyer here: Getting Started With Wills and Trusts FLYER
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