by David Edwards | Aug 26, 2011 | Estate Planning
“Is it possible to purchase life insurance for a disabled person? I tried to purchase life insurance for my disabled son and he was turned down.” — Jan L. Yes, it is possible to get life insurance for a disabled person. However, as with all life...
by David Edwards | Aug 23, 2011 | Estate Planning
“Is estate planning the same as having life insurance?” — Julie H They’re not the same thing, but effective estate planning might include life insurance. Good estate planning uses certain legal strategies (wills, trusts, power of attorneys, etc.)...
by David Edwards | Jul 11, 2011 | Death of a Loved One, Estate Planning
“They saved on taxes and avoided probate, but after the funeral, the kids never talked again.” Not a very successful plan then, was it? Even if you save taxes, avoid probate court and leave plenty of money for your family — what’s the point of... by David Edwards | Jan 31, 2011 | Wills and Trusts
Legal fees are a big obstacle to estate planning. Here are the most common ways that estate planning attorneys bill and how these methods may hurt your planning. 1. By the hour. This is one of the most common ways that attorneys charge for their services, so how can... by David Edwards | Jan 24, 2011 | Estate Planning
It’s been a busy couple of weeks with estate tax changes — both state and federal. I spent last week at what some consider to be the Superbowl of estate planning. While at the Heckerling Institute on Estate Planning in Orlando, (not heckling as in what I...