Category: Leave a Legacy

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
repairing it?
When you need surgery [...]

Wealth Transfer or Wealth Reception – Part #1

By David Edwards on Jun 22, 2009 in Leave a Legacy

You might ask yourself: How do you define a successful estate plan? or How do you define a successful life?

9 ways to cause a dispute after you die – probate and trust administration nightmares

By David Edwards on May 27, 2009 in Cost of Poor Planning, Death of a Loved One, Leave a Legacy, What a Will Does, What a Will Doesn't, Wills and Trusts

Often we get calls from someone who is facing a mess because a loved one died and failed to plan properly. So, my advice is this: If you want to create a mess for your family, don’t leave it to chance. Do it right and plan the mess yourself.

Here are 9 ways you can [...]

What are you proud of?

By David Edwards on Apr 08, 2009 in Dave's personal stuff, Leave a Legacy

Do you ever feel pretty proud of yourself? Kind of interesting the stuff that we get proud of. Here are some of the things I have been proud of lately:
1. stopped drinking diet soda. Used to drink it all the time, for years, but my mom kept telling me it would give me cancer eventually. [...]

I come from a people who…

By David Edwards on Mar 05, 2009 in Dave's personal stuff, Leave a Legacy

I am sitting here at Springfield Clinic getting a bunch of allergy shots. 27 shots, 3 at a time, every 15 minutes (and on my birthday, even). What better time to post to my blog?
Who do you act like? In my work with estate clients, I get to hear about the legacy that came before [...]