by David Edwards | Dec 9, 2015 | Elder Care Advising, Estate Planning
Naming a helper for your plan is one of the most important decisions you’ll ever have to make, but you don’t have to do it alone. Read on for guidance in choosing your executor, trustee or power of attorney. Be Careful Who You Choose I heard another... by David Edwards | May 14, 2015 | Elder Care Advising, Estate Planning
We’ve talked previously about what a “helper” is and why it’s so important to not only choose one, but choose a good one. Whether it’s as a trustee, executor, power of attorney or guardian, it’s very important that you choose... 
by David Edwards | Apr 15, 2015 | Elder Care Advising, Estate Planning
Here are 6 IRA planning tips you should consider for your family: 1. Help your grandkids with their own IRA Anyone who starts an IRA early, in their teens or 20’s, will see it grow to huge amounts by retirement. But young people often don’t have the funds... 
by David Edwards | Aug 20, 2012 | Estate Planning
Did you catch Hatfields & McCoys on the History Channel recently? I really enjoyed this great mini-series starring Kevin Costner. (Seeing him shooting and riding a horse again made me think of the movie “Dance With Wolves.”) I liked it so much that I... 
by David Edwards | Dec 13, 2010 | Estate Planning, Wills and Trusts
There’s an old court case that goes something like this. A very rich man once left his black cat to his long-time maid, along with a trust fund to be used for the cat’s care and a stipend to the maid. The trustee began to get suspicious when the cat lived...