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Edwards Group Is Open and Serving Clients
We are still open and serving those who need our help! Under the governor's orders, legal services are considered essential business. So, we remain open to assist families with estate planning and elder care needs, but we are taking extra steps to protect our clients...
How Do You Access VA Benefits to Pay for Care at Home?
One of the biggest challenges people face as they age is finding the care they need and then paying for that care. It's something that the majority of Americans struggle with at some point in their life. A lot of those who are aging and need care right now are...
Joint Ownership – Tempting But Risky
Joint ownership with a right of survivorship, or joint tenancy, is a common method of owning assets. Particularly with husbands and wives, it is a very common ownership method. Many people hear about joint tenancy as being a good estate planning tool - a way to...
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Charitable Giving For Regular People
Do you think of yourself as rich? Hopefully you do, but mostly in ways that don’t show up on a tax return. Are you rich in the things that really matter – loving family, good friends, your faith, serving others? Whether or not you think of yourself as a wealthy...
Saving the Family Farm
Effectively planning to protect the family farm requires us to consider at least two types of planning. And the two types involve two different definitions of "save." 1. Does it mean to transfer the farm and protect it from nursing home costs, estate taxes, or other...
Charitable Giving – Do It Wisely and Use Uncle Sam’s Money
As you work on your estate plan, don't forget to consider charitable giving. Here are some basic questions to ask yourself: If I plan to give to charity at death, have I considered just giving during my life instead? Give now, enjoy an income tax deduction and also...
Preparing For the School Bus Accident
If you attend a workshop or meet with me individually, you will probably hear about the “school bus trust”. What is it?
Living Trusts Typically Do Not Provide Asset Protection
I am often asked whether a living trust will protect assets from nursing home costs, lawsuits, or other risks. The general answer is "no." A living trust is designed to help organize your assets and prepare for a time where you may face a disability or when you pass...
Make sure you know What a Will DOESN’T Do
What doesn't a Will accomplish? A will doesn't avoid the probate court's involvement. In fact, it guarantees a probate if you have a certain type or level of assets. Find out more about probate and why people want to avoid it here. A will doesn't protect your assets...
You’ve lost a loved one – now do you need a lawyer or not?
Do you need a lawyer to help you after you've lost a loved one? Well, it depends. Do you know what needs to be done? Are you having any problems transferring assets? If everything is in joint tenancy - meaning the survivor becomes the owner if the first spouse dies...
Name Guardians for Your Kids
Have you taken steps to protect your kids? The Kids Guardianship Kit is your resource to choose and name guardians for your kids if something happens to you. I know, it's hard to picture anyone else raising our kids. And hopefully that will never happen. But if it...
Estate Planning Basics Workshops
Do you know you need a will but don't know where to start? Is the thought of estate planning so overwhelming you give up before you begin? Do you know how old your will is? Are your kids as good with money as you are? Do you keep putting off for someday what you...
Two Types of Asset Organization Mistakes
There are two types of asset organization mistakes that mess up estate plans. What do you own? How long would it take you to make a list of all of your assets, debts, income and the contact information for each of those? Would it take a while? If you passed away...