by David Edwards | Dec 20, 2019
Powers of Attorney ESTATE PLANNING Think of all the decisions you make in a week or a month — how much money you spend, or save, whether you get your car fixed, whether you go to the doctor if you aren’t feeling well. What will happen if you can’t make those decisions... 
by David Edwards | Dec 20, 2019
Probate ESTATE PLANNING Have you just lost a loved one? On top of the grieving and loss, there are legal and financial details to deal with. Sometimes a lot of details. Where do you turn for help? We regularly work with families to address these challenges after... 
by David Edwards | Dec 19, 2019
Starter Packet Documents Planning document downloads Wills and Trusts Personal Information Form (return before Initial Meeting) Documents Checklist (needed after we get started on Living Trust planning) 10 Qualities of a Good Estate Plan (Newsletter explaining what... 
by David Edwards | Dec 19, 2019
What to Expect at Your Initial Meeting Dave explains the planning process: What happens at the Initial Meeting? At your meeting with the attorney, which usually lasts about 45 minutes, we will review your concerns and goals. The attorney will also help you understand... 
by David Edwards | Dec 19, 2019
CFO Assistant Bridget first joined the firm in 2018 as a legal assistant to former Edwards Group Attorney Amanda Lundeen and Trust/Estate Administrator Liis Casey. The role of office manager was quickly added, as Bridget’s previous experience in the legal and...