What’s Your Next Step in Planning?

Bailey has noticed that I talk to other cars a lot when I’m driving. When someone’s being slow I might say, “Come on out there, buddy, pull right out there.” Or “come on, you can do it,” when they hesitate just a little too long before pulling out so I can go.

As with just about everything in life, this reminds me of planning. No matter how much I talk to the other drivers in those cars, it doesn’t really do a whole lot of good. And that’s just like planning. Talking about planning doesn’t actually do any good, unless you do something about it. Whether that’s nursing home planning, estate planning, death planning, life care planning or special needs planning, talking about it or even coming to workshops and learning more doesn’t do any good unless you move ahead.

So what’s your next step in planning?

1. Attend a workshop – If you already know a little bit about planning, and want to know what it would be like to work with Edwards Group, we encourage you to check out one of our workshops. In addition to getting valuable information about the process, you’ll get to meet David and have the opportunity to ask him questions. We have two workshops going right now:

Intro to Edwards Group: Wills and Trusts Orientation – This workshop is the first step towards protecting your loved ones. You’ll learn about the 4 main reasons most estate plans “just don’t work” and how our process avoids these problems. You’ll also learn how we guide you through the process every step of the way and how our fees are structured. And just for attending this 60-minute workshop, you’ll receive $200 off our Initial Meeting fee. Click here for upcoming dates.

Life Care Planning: 13 Costly Misconceptions About Healthcare and Aging – This workshop expands upon our free Family’s Guide to Elder Law discussing 13 costly misconceptions about healthcare for your aging parents, the 6 stages of Life Care Planning, what long-term care insurance will and will not pay for, how to avoid losing control of your assets, when your parents should consider a reverse mortgage and when they shouldn’t, and much more.

To attend one of our free workshops, all it takes is a call to Tarina at 217-726-9200 to reserve yourself a spot. (Our workshops tend to fill up, so we want to make sure everyone has a seat.)

2. Call to schedule your Initial Meeting – At your meeting with David Edwards, which usually lasts about 45 minutes, we will review your concerns and goals. Dave will also help you understand the unique risks facing your family. Clients find this meeting to be very valuable in helping them understand their options. By the end of the meeting, you should understand your planning options, what they will cost and whether Edwards Group is the right firm for you. There will be no hard sale. We want all of our clients to feel comfortable before starting to work with us. It’s one of the keys to drafting a successful plan.

Did you know that Tarina was a client before she started working at Edwards Group? And one of her favorite parts of the job is talking to people who have questions or might be a little nervous about starting the process of planning. If you have any questions at all, she’d be happy to chat with you. Just give her a call at 217-726-9200.

3. Help your friends and family learn more – If you’ve already worked with us and had a positive experience, we encourage you to share all you’ve learned along the way with friends and loved ones who might need to know what you now know. One of the easiest ways to do this is by requesting our free guide:

Family’s Guide to Elder Law – In this free guide you’ll learn 13 costly misconceptions about healthcare for your aging parents, 6 stages of Life Care Planning, 12 reasons not to give your property to your kids right now, 7 essential questions to ask so your parents have an effective plan for the last decade of life, 3 smart ways to increase your parents’ monthly income and bring peace of mind, 6 ways to get good care without going to a nursing home, 20 red flags that signal when your will or living trust are out of date, and much much more. Just give Tarina a call at 217-726-9200 and she’ll send one out to you.

The most important part of creating an effective plan and achieving peace of mind is actually taking a step forward. Many people think about planning for years… and then all of a sudden it can be too late. Effective planning is much easier achieved before a crisis hits.
Which next action step do you need to take today?