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Establishing Financial Success in a Blended Family

Establishing Financial Success in a Blended Family

by David Edwards | Sep 19, 2019 | Estate Planning

Attorney David Edwards recently co-wrote a book with Ron Deal and Greg Pettys. This article is adapted from that book — The Smart Stepfamily Guide to Financial Planning: Money Management Before and After You Blend a Family. Forming a Togetherness Agreement...

What To Do When a Loved One Dies at Home

by David Edwards | Jun 24, 2019 | Death of a Loved One, End of Life

Our clients often come to us as a resource for questions not related to estate planning, and we are more than happy to help when they do. “What happens when a loved one dies in my home?” Like we said, sometimes our clients call us with questions that...
Estate Planning is Like… Visiting a Doctor

Estate Planning is Like… Visiting a Doctor

by David Edwards | Jun 11, 2019 | Estate Planning

“My toe hurts!” That’s what I told the emergency room doctor when I was about 2.5 years old. (I’m the baby in the picture, just a little before this story happened.) My granddad was headed to the grocery store, and I wanted to go with him. I...
Should I Buy Long-term Care Insurance?

Should I Buy Long-term Care Insurance?

by David Edwards | Mar 26, 2019 | Elder Care Advising, EP-LongTermCarePage, Nursing Home

The outrageous cost of care is one of the biggest risks to those getting older. This question looms large in the mind of many who are of retirement age… How will I (we) pay for care costs? And many clients ask us… Should we buy long-term care insurance?...
Over 55 years old? Three things you should know about nursing home care.

Over 55 years old? Three things you should know about nursing home care.

by David Edwards | Mar 8, 2019 | Elder Care Advising, EP-LongTermCarePage, Nursing Home

You may be a couple decades away from needing nursing home care, but the sooner you can understand and plan for the costs involved, the better. Here are three truths everyone should know about nursing homes: 1. You’ll probably need nursing home care. The...
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