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6 Estate Planning Pitfalls to Avoid
Unfortunately, printing a will from the internet and filling in the blanks does not create an effective estate plan. It's best if you take some time to educate yourself about the estate planning process, and that includes estate planning pitfalls to avoid. Here are...
The Difference Between Medicaid and Medicare for Seniors
Medicaid and Medicare are the two primary healthcare programs available to assist seniors with medical expenses. Unfortunately, their names are very similar, so it causes a lot of confusion. In this article, we will try to reduce some of that confusion by summarizing...
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...
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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...
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...