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5 Things to Think About Before Naming Co-executors
We often get the question, "Should we name more than one child as a co-executor?" In the end, it's a personal choice as to whether you do or not, but here are some things to think about. 1. Who will really do the work? Often if there are co-executors, we all know that...
Who do you call for advice on aging?
Where do you turn when an aging parent is diagnosed with dementia or suddenly has a stroke? What do you do when your family hits a situation where mom, dad, grandma or grandpa can’t stay at home anymore? What if a loved one is struggling with health issues that you...
9 Ways to Create a Mess After You Die
We often get calls from people who are facing a mess because a loved one died and failed to properly plan. If you're lucky, or if you plan ahead effectively, your family won't need to go through the headache of probate or trust administration. While this is all rather...
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4 Periods of Planning for a Nursing Home
We got another one of those calls the other day. It went something like this: "Mom has been in the nursing home for 3 years now and her money is gone. Is there anything we can do?" Our hearts sink when we hear this, because for this family, it's too late for a lot of...
3 Ways to Pay for a Nursing Home
It's difficult to face, but statistics show that 70% of people who reach the age of 70 will need some sort of long-term care (like a nursing home). The need for long-term care can arise because of stroke, dementia or any number of health problems. When that happens,...
Aging and Alone: 7 Steps to Protect Yourself
In a previous post, we talked about a growing segment of people who are aging alone without the help of their adult children (either because they don't have children or their children live very far away). These seniors face unique challenges in their 70's and 80's. To...
4 Challenges of Aging Alone
There's a growing segment of people who are aging without the help of their adult children (either because they don't have children or because their children live far away). Read on to learn more about the challenges they face. People are living longer than ever...
Safe Deposit Boxes: Do you need one? What should you put in it?
We frequently get questions about safe deposit boxes from clients. Read on to see our recommendations... Do you need a safe deposit box? Safe deposit boxes are nice to have, mostly because of the problems that at-home safes can cause. If you have a fireproof safe at...
The Checkbook Test: Can your executor or trustee pass it?
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 that's because they are vitally...
Summer of 2015 – Family Fun
The Edwards family had a pretty low key summer, but still made fun memories at baseball games, Six Flags, swimming and going to the Wisconsin Dells. Here are some pictures of the highlights. [gallery link="none" size="medium"...
Kids Leaving the Nest This Fall Need a POA
When your kids get ready to leave the nest, be sure to have a Power of Attorney for them. This past Spring, Tarina, our Client Relationships Coordinator, had a front row seat to some new Edwards Group babies. The baby robins hatched from their beautiful blue shells at...
Is Your Estate Plan Old and Clunky?
David Edwards loves what he does, and it's obvious because he can connect just about anything to estate planning! In this post, Dave and his dad explore how estate planning is like... old tennis rackets. Estate Planning is Like... Old Tennis Rackets When my...