by David Edwards | Jul 19, 2023 | Estate Planning
Life insurance can be a valuable tool in the estate planning process – providing protection and cash when your loved ones need it most. Many people ask us if life insurance should be a part of their estate planning. Our answer always depends on the individual... 
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 | 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 | Apr 18, 2022 | Asset Protection, Elder Care Advising
We’ve previously talked about asset protection, but before we jump into some real-life examples, let’s review: Asset protection is simply protecting the things you own. This could be your house, your savings accounts, your IRAs, farmland, etc. Life is unpredictable,...