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How to Choose an Excellent Estate Planning Attorney
A recent survey on estate planning showed that 53% of respondents said it's difficult to find an advisor they trust. We understand how hard it is to choose an estate planning attorney. After years of working with many, many clients, we feel pretty good about knowing...
3 Estate Planning Questions to Start the New Year off Right
Fresh starts can be really nice sometimes. "Out with the old, in with the new" can be energizing. Let's start the new year by asking a few estate planning questions. Many people procrastinate when it comes to their estate plan, thinking, "Oh, I'll never really need...
10 Ingredients for Successful Family Holidays
Where did 2021 go? This year has flown by, and I sense we are in a rebuilding process from the heartache of 2020. I say that because life still doesn't feel normal to me. If your family dynamic is anything like mine, I know we still have some work to do. And...
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The Top 2 Concerns of Planning
When a loved one is facing long-term care the first concern people have when they come to us for planning is how to get the best care possible. The second concern is how to pay for it. Getting Good Care People come to us worried about an aging family member or...
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...
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...
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...
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"...
6 Reasons You Should Never Apply for Medicaid On Your Own
While it may seem like a good idea that things like Medicaid applications and Veterans benefit apps are accessible and do-it-yourself, as with many things relating to government, it's really not that simple. There are many things that can go wrong when people apply...
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,...
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...
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...
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...