by David Schaeffer | Mar 21, 2017 | Estate Planning, General, Investments, Life Insurance, Qualified Money (IRA), Savings
Success Story of the Month March 2017 More for Less? [spacer height=”02px”] By David Edge [spacer height=”03px”] While recently meeting with a client who was a young grandmother with three beautiful grandchildren, she was lamenting the fact...
by David Schaeffer | Dec 27, 2016 | Estate Planning, Investments, Retirement Planning, Savings
Financial Tip - December 2016 At the end of each year there are deadlines for giving, so that you can reduce your taxable income when you file your taxes. Here’s a short list of gift-giving to consider![spacer height=”5px”] * Charity begins at home. Got...
by David Schaeffer | Nov 29, 2016 | Estate Planning, Events
A Pet Trust? By David Edge Sometimes we have a furry friend that we want taken care of if something happens to us. Many of these pets have become close family members and we want their welfare cared for, after we’re gone.You can have a Pet Trust just as a stand-alone,...
by David Schaeffer | Aug 13, 2015 | Estate Planning, Investments, Retirement Planning, Savings
Learn that “No” can be an Answer [spacer height=”2px”] By David S. Edge [spacer height=”20px”] Bert and Dawn have been wonderful parents who wanted everything for their kids. Both parents ran successful and profitable businesses and they, of...
by David Schaeffer | Mar 26, 2012 | Estate Planning, Life Care Planning, Long Term Care
Life Care or Long Term Care planning is an important element in a comprehensive Retirement plan. According to the Attorney General of State of Arizona the following Long Term Care Planning Documents are very important to basic elements. 1. Durable Health Care Power...
by David Schaeffer | Mar 10, 2012 | Estate Planning
Sometimes know as a “Last Will and Testament”, not to be confused with a “Living Will” which is a healthcare directive. A will is a legal document that transfers what you own to your beneficiaries upon your death. It also names an executor to carry out the terms of...
