by David Edwards | Jul 15, 2010 | End of Life
What do sweaters in the suitcase have to do with estate planning? Let me tell you. As I sit down with clients to review the draft of their living trust, they may think the trust is much thicker than they expected. Before we review the trust, I tell them a story.... 
by David Edwards | Mar 8, 2010 | Asset Protection, Wills and Trusts
I am often asked whether a living trust will protect assets from nursing home costs, lawsuits, or other risks. The general answer is “no.” A living trust is designed to help organize your assets and prepare for a time where you may face a disability or... 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... 
by David Edwards | Jun 19, 2026 | Aging Parents, Elder Care Advising
Quick Overview (TL;DR) — Dementia rarely announces itself. It usually shows up as small, easy-to-dismiss changes: missed bills, repeated questions, getting turned around on a familiar drive. The Alzheimer’s Association lists 10 warning signs that help tell...
