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How to Pay for Nursing Home Costs
How do you pay the exorbitant fees for nursing home care? And is it possible to keep life savings from being depleted by nursing home costs? Yes! Read our Nursing Home Crisis Plan Case Study to find out one of the ways we helped a client. Quick Summary Mary recently...
8 Keys to Effective Long-Term Care Planning
Long-term Care Planning is one of the biggest issues facing aging adults today. Experts project that nearly 70% of all individuals will need long-term care at some point in their life. And yet, that care is outrageously expensive at a time in life where one is...
Medicaid Help
When a loved one needs nursing home care, that is one of the most stressful things a family faces. We help families every day deal with this difficult issue. One of the biggest concerns is often “how do we pay for it?” Nursing homes are expensive, often $10,000 per...
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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...
10 Non-financial Planning Issues (Infographic)
Your “Special Stuff” List: Lesson #2 from Robin Williams
One of the best ways to minimize fighting amongst your family after you're gone is by creating a "special stuff" list before you go. Creating a "Special Stuff" List Can Minimize Fighting Amongst Your Family After You're Gone Last week, we talked about having "The...
A Lesson from Robin Williams: Having “The Conversation”
One way in which you can minimize fighting amongst your family after you're gone is by having "The Conversation" before you go... Does Your Family Have Trust Issues Like Robin Williams? After his death in 2014, it appeared that Robin Williams did everything right when...
3 Myths About Choosing a Helper for Your Plan
We've talked previously about what a "helper" is and why it's so important to not only choose one, but choose a good one. Whether it's as a trustee, executor, power of attorney or guardian, it's very important that you choose someone who is up to the task. Here are 3...
Estate Planning is Like… Birthday Cake
Much like your favorite birthday cake flavor, everyone likes different things when it comes to estate planning. Well, as of March 5, I'm another year older! And to celebrate I got to have the best birthday cake in the world -- spice cake with chocolate icing! What...
6 IRA Planning Tips
Here are 6 IRA planning tips you should consider for your family: 1. Help your grandkids with their own IRA Anyone who starts an IRA early, in their teens or 20's, will see it grow to huge amounts by retirement. But young people often don't have the funds to put into...