Contact Us for a Free Consultation (520) 848-0210


Why Estate Planning Is Important to Younger Adults

Posted by Steve Edwards | Sep 27, 2021 | 0 Comments

Most young adults don't consider estate planning a priority. Young adults in their twenties and thirties often think they don't own enough to constitute an estate. However, an estate is the total of all you own – money, investments, real estate, vehicles, business interests, digital assets (inclu...

New Alzheimer’s Drug Approved by the FDA

Posted by Steve Edwards | Sep 20, 2021 | 0 Comments

The US Food and Drug Administration (FDA) recently approved a new drug under the trademark Aduhelm™ to treat Alzheimer's disease. The drug, Aducanumab, is a therapeutic drug that clinically demonstrates a potential to delay further decline from Alzheimer's disease and is also the first FDA approv...

Special Needs Funding Aided by the ABLE Act

Posted by Steve Edwards | Sep 13, 2021 | 0 Comments

The purpose of The Achieving a Better Life Experience (ABLE) Act is to provide individuals and families the ability to finance disability needs tax-free. The savings vehicle provided by the ABLE Act is similar to the 529 education savings plan. The ABLE Act allows families to save up to $100,000 ...

How to Include Cryptocurrency in Your Estate Planning

Posted by Steve Edwards | Sep 06, 2021 | 0 Comments

According to Florida Today, 46 million Americans own the well-known crypto asset, Bitcoin and the number of people owning cryptocurrency is growing steadily. Bitcoin was created in January 2009 by Satoshi Nakamoto as a peer-to-peer electronic cash system. This digital or virtual currency is held ...

Who Inherits the Farm?

Posted by Steve Edwards | Aug 30, 2021 | 0 Comments

Imagine that mother and dad have run the family farm for a long time. Now, though, they’re getting on in years and they’re considering moving into a smaller place. It’s now time to think about how the farm legacy should be worked out.

Mind Your Loved Ones App

Posted by Steve Edwards | Aug 23, 2021 | 0 Comments

Whether engaging in online banking, using a mobile plane boarding pass, or creating work calendars shared in the cloud, the internet of things provides needed connectivity. Yet critical medical information, health care directives, and other essential legal documents tend to remain in older storage formats such as paper files or on-site at a hospital or doctor’s office.

Thriving as a Family Caregiver

Posted by Steve Edwards | Aug 09, 2021 | 0 Comments

About 17 percent of the US population is a family caregiver, and most are losing sleep, worrying, losing income, struggling to balance caregiving tasks with their workload and other family responsibilities.

Caregiving When A Crisis Erupts

Posted by Steve Edwards | Jul 19, 2021 | 0 Comments

As a caregiver it is vital to be prepared for anything. Caregivers must balance the need for their care partner's health and balance it with that person's safety. As the US heads into seasonally extreme weather months, it is prudent to create or revisit existing plans for evacuating a patient or ...

How Pet Trusts Work

Posted by Steve Edwards | Jul 05, 2021 | 0 Comments

Whether you have a horse, dog, cat, parrot, or even more exotic pets such as a snake or lizard, it is possible to provide for them after you are gone or no longer are capable of tending to their needs by creating a pet trust.

Property Co-Ownership and Estate Planning

Posted by Steve Edwards | Jun 14, 2021 | 0 Comments

Although owning property with family may let you pass on the asset without going through probate, there are several risks, including taxes, creditor exposure, and loss of control. So when dealing with property, it is important to consider these risks and how to manage them, or to consider other methods of estate management entirely.

Do I Need a Trust?

Posted by Steve Edwards | May 31, 2021 | 0 Comments

Trusts can avoid an expensive, public, and lengthy probate process before your beneficiaries can inherit after you pass. Or, you might be in the classic “trust fund” situation, where you’re concerned that your children won’t be able to manage money wisely.

The Home Caregiver Shortage in America

Posted by Steve Edwards | May 24, 2021 | 0 Comments

The aging population of the United States is widely reported as the bulk of the baby boomer generation is already retired or nearing retirement. However, what has not been widely reported is how the rest of the nation will provide care for this large, aging population.

Are Advanced Care Directives Necessary?

Posted by Steve Edwards | May 10, 2021 | 0 Comments

We, as humans, typically don’t like to think about the possibility of something harmful happening to us or a loved one. Because of this, we rarely think about how to protect ourselves and our loved ones if the worst were to happen.

We Need More Geriatric Care Managers Now

Posted by Steve Edwards | Apr 12, 2021 | 0 Comments

A geriatric care manager is a highly-skilled advocate for older adults and is specially trained to help identify resources to make managing your loved one's daily life easier. A GCM is sometimes referred to as "aging life care professional" or "senior care manager," as some find the term geriatric to be outdated. When is it appropriate to employ a care manager for your aging parent or loved one?

  • 1 of 2