Category: Counseling, not Documents

How to Pay for Nursing Home Costs

By David Edwards on May 06, 2013 in Aging Parents, Asset Organization, Asset Protection, Asset Protection Trusts, Counseling, not Documents, Funding and Asset Titling, Nursing Home, Why use a Living Trust?, Wills and Trusts

How do you keep life savings from being depleted by nursing home costs? Read our Nursing Home Crisis Plan Case Study to find out one of the ways we helped a client. Quick Summary Mary recently had a stroke and will have to be placed in a nursing facility. She doesn’t want nursing home care [...]

Sweaters in the Suitcase – and your living trust document

By David Edwards on Jul 15, 2010 in Counseling, not Documents, Wills and Trusts

Drafting thorough living trusts requires planning for contingencies and flexibility.

Estate Planning: What’s in your tool box?

By David Edwards on Jun 24, 2009 in Counseling, not Documents, Leave a Legacy, Why use a Living Trust?, Wills and Trusts

What tools do you want to use? Is this the first question that your contractor asks you when you decide to hire him to build a house? Or, if you’re car stops running and you take it to the mechanic to be fixed, do you quiz him on which tools he plans to use in [...]

Am I Your Type?

By David Edwards on Apr 23, 2009 in Counseling, not Documents, Getting the Job Done, How to Choose an Attorney, Wills and Trusts

There are 4 types of estate planning: Do nothing. Let others sort it out later. Do it yourself. Get a form and fill in the blanks. How hard can it be? Use a document-driven attorney. Pay lots of money for a fancier form that someone else fills out for you. Use a counseling-oriented attorney. Build [...]