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Edwards Group is hiring!
Join our compassionate team dedicated to providing excellence and care for those we serve. Edwards Group LLC specializes in working with our clients to establish comprehensive estate plans that protect them from life's unexpected, and expected, events. We also help...
Watch Out For These 7 Types of “Helpers” When It Comes to Your Estate Plan
As you age, or as you complete your estate plan, you'll need to name different kinds of "helpers" who will carry out your plan when the time comes. They will assist with carrying out your desires and acting in your best interest when you can't act for yourself....
Prenuptial Agreements and Estate Planning
Prenuptial agreements aren't just something you should consider in the context of what will happen to your assets in the event you should divorce. Prenups are also really handy when it comes to estate planning. What does a prenup have to do with estate planning? Keep...
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A Bad Heir Day: When Beneficiary Designations Trump Your Will
Download our Beneficiary Designations Form Many people incorrectly assume that all their assets will be distributed through their will. Unfortunately, this is a big misconception. A good example of this is retirement savings, such as an IRA or 401(k). These accounts...
How to Avoid an Estate Battle After You’re Gone
Creating a "special stuff list" will go a long way in keeping the peace once you're gone. Sadly, in my line of work, I see families fighting much more often than I would like. And while the media might lead you to believe it's all about the money, oftentimes the...
3 Myths About Retirement That’ll Cost You Money
Many people plan for retirement, but there are expensive surprises that can crop up around healthcare and derail your plans. Read on for 3 surprises about retirement that can cost you lots of money. 3 Myths About Retirement That Will Cost You Money 1. You'll retire at...
Save Your Family Extra Anguish After You Die: Prepare a Will
Tarina, our Client Relationships Coordinator, hears it all the time, “I wish I hadn’t put off planning for so long. I just feel so much better now that we have a plan in place.” Do you want to make things easier on your family? Or more difficult? Good planning will...
6 Ways to Save the Family Farm
When you pass away, what will happen to your farmland? Maybe it’s land that has been in your family for generations. For many families, saving the family farm is important. Without a specific estate plan in place, the land is at risk. You may even know families like...
An Exclusive Look at Dave’s Office
[Update: Dave's office has changed as the firm has grown, but it still says a lot about what he values and the foundation he's built the firm on.] Most clients never see what you're getting to see here - me in my office! That may seem strange, but clients don't get to...
Planning Lessons to be Learned from Mickey Rooney
A week after actor Mickey Rooney passed away, a court has decided where he will be buried. Sadly, and once again, Hollywood provides another teachable moment about the hazards of poor planning. Here are two of the biggest issues the media has covered, and how they...
The Funny Birthday Hat: 5 Reasons Why Family Traditions Are Important
If you are friends with me on Facebook, you've probably seen the birthday hat. I wore it for my birthday a couple weeks ago. It's really tall and colorful -- kind of like something The Cat in the Hat would wear, only this hat has Mickey Mouse on it. Like many...
Do You Like to Gamble? Advice for Those Who Haven’t Planned Yet
Michelle and I don't gamble very often. But when we do, watch out! A few years go, the kids went to the grandparents' and we spent the weekend in St. Louis. We were staying near Laclede's Landing at a new hotel near the Lumiere Place Casino. The evening after we...
The Greatest Threat to Estate Planning
Our garage almost filled up with water bottles a few years back. You know the big blue ones you put on top of a water cooler? I kept forgetting to put the empty ones out for pick up, but they kept giving us new water. Pretty soon we had at least 15 water bottles...