by David Edwards | Jan 14, 2020 | Aging Parents, Elder Care Advising
When you see an article in the paper about a senior being taken advantage of, it often involves a power of attorney. A power of attorney is a great legal tool that lets someone else help you pay your bills or manage finances and property. But, watch out! If you name...
by David Edwards | Dec 21, 2019 | Estate Planning
We often use life insurance as a tool in helping clients. Life insurance is important in many estate-planning situations, such as the following: Young families. Life insurance can help raise the kids and get them through college if a young parent dies unexpectedly....
by David Edwards | Dec 20, 2019
Protecting Assets & Savings ELDER CARE Protecting our hard-earned savings and property is a goal for many people. In fact, it is one of the top 2 goals we hear families talk about, the other being “make it easy on my family”. After decades of working and planning for...
by David Edwards | Dec 20, 2019
Care Affordability ELDER CARE One of the greatest concerns we hear from clients is the fear of outliving their savings. No one’s vision of retirement includes going into a nursing home. It’s not what you want for you or your spouse. But if it happens, your income and...
by David Edwards | Dec 20, 2019
Long-Term Care ESTATE PLANNING Long-term Care Planning is one of the biggest issues facing aging adults today. With experts projecting that nearly 70% of all individuals will need long-term care at some point in their life, the issue cannot be ignored. And yet, many...