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Estate Planning Made Easy: What You Need to Know for a Current and Effective Plan
Estate planning is an ongoing journey, not a one-time task. Remember when you finally finished creating your Will with your attorney? It was a huge task, and it probably felt like a significant achievement. However, if you stashed it away and haven't given it a...
7 Ways to Check On Aging Loved Ones This Holiday Season
The holiday season has arrived again, and there's a lot to do! Baking, shopping, decorating, planning, wrapping, etc. The hustle and bustle of the season will usually be followed by special times with our friends and family, so this is a great time to check in on how...
Social Security and SSI Benefits Increase in 2024: What Retirees Need to Know
As we approach the new year, important news has arrived for retirees across the nation. The Social Security Administration recently announced a 3.2 percent increase in Social Security and Supplemental Security Income (SSI) benefits for 2024. This welcome news means...
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5 Estate Issues You and Your Family Should Plan For
"An ounce of prevention is worth a pound of cure." When it comes to estate planning, this quote from Benjamin Franklin could not be more true. Oftentimes, people don't think of estate planning, or the issues related to it, until it is too late. As a firm who deals...
*NEW* GriefShare Group starting at Edwards Group
It hurts to lose someone. GriefShare brings help and encouragement after the death of a spouse, child, family member, or friend. Edwards Group Chaplain, Carla Green, along with her husband Rick will be leading this support group for those who have lost loved ones....
10 Things To Think About With Burial Instructions
In many cases, burial instructions or funeral wishes are prepared as a way to reduce stress in a family. However, Edwards Group has been involved in situations with families who were in court or threatening to sue over burial wishes. Of course, these are extreme and...
Life Estate Deeds May Not Be Your Best Option
So, what are life estates or life estate deeds? Sometimes, instead of using a trust, people will use a life estate deed to try and protect a house or farmland. This means they deed the land to their kids but reserve the right to still use the house or the farm as long...
3 Proven Essentials That Will Make Your Plan Successful
Every estate plan has three elements that determine whether it succeeds or fails. The ultimate measure of a plan's success is, "Does it do what I want it to do in my absence?" With the following three components in place, your plan is much more likely to succeed. 1....
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...
Checklist: What to do When a Loved One Dies
Things can be quite overwhelming when a loved one passes away. Here are a couple of checklists to help you know what needs to be done immediately and what can wait. Feel free to download and print out the checklist on our Resources page. If you need immediate help,...
How to Choose Good Helpers for Your Estate Plan
As you complete your estate plan, you will need to name various "helpers." These are the people who will carry out your plan when the time comes. When will that time be? When you are disabled or you pass away. These helpers will be there to oversee the legal and...