by David Edwards | Jun 20, 2018 | Wills and Trusts
You’ve probably heard of trusts and trustees before – most likely in the context of a rich kid living off of their trust fund. However, trusts are not just legal tools for the wealthy. We’ve talked about trusts before, and if you want to delve a... by David Edwards | Mar 15, 2017 | Elder Care Advising, Estate Planning
Every estate plan needs a good helper(s). Choosing those helpers can be tough. Your trustee, guardian, power of attorney, or executor will be responsible for making decisions when you become disabled (like from a stroke or dementia) or pass away. But what exactly are... 
by David Edwards | Sep 22, 2015 | Elder Care Advising, Estate Planning, Power of Attorney
Good “helpers” are essential to an effective plan. Could the people you’ve chosen as executor, trustee, power of attorney, or guardian pass this simple test? Every Estate Plan Needs a Good Helper We talk about good “helpers” a lot, and... 
by David Edwards | Jan 5, 2026 | Aging Parents, Elder Care Advising
Why Waiting to Plan Is So Costly Delaying estate and elder care planning almost always leads to higher taxes, legal fees, family conflict, and emotional stress. High-profile cases like Prince, Aretha Franklin, and Stan Lee show how even wealthy, successful people can... 
by David Edwards | Sep 26, 2025
Trustee Case Manager Beth joined Edwards Group as Trustee Case Manager, where she reviews the financial details of trust and estate administration. With a background in bookkeeping for small businesses and a local non-profit, she brings both skill and a genuine love...