By David Edwards | Edwards Group Quick Overview (TL;DR) — A Revocable Living Trust helps your family avoid probate, keeps your plan private, and names someone to manage your finances if you can’t — but it does NOT protect your assets from nursing home costs or...
“After 2 years in court, I realized we could lose everything we had worked for…I felt heartbroken and overwhelmed.” If you’ve heard us talk about asset protection before, you know we’re not usually talking about the ultra‑wealthy with private jets and offshore...
TL;DR Summary (Executive Summary) Asset organization is crucial—forgetting key details or mismatching legal documents can cause hardship for your family. The two biggest mistakes: 1) not keeping an updated, detailed master list; 2) letting your accounts/titles/plans...
Did you know you do NOT have to “spend down” your hard-earned savings to qualify for nursing home or assisted living Medicaid benefits? New changes to Medicaid rules in the State of Illinois favor Medicaid recipients. If the thought of paying for long-term care...
Life comes at you fast and plans need to be kept up to date. Take the guesswork out of planning and preparing for changes in family, financial, legal, or tax laws. With the Edwards Group Dynasty Membership, we take responsibility for your updates. At Edwards...
As an adult you will find yourself at some point caring for you aging parents. This change in your relationship can be a difficult task to cope with, but Edwards Group is here to help. While there are plenty of resources available, the problem is finding them. To...
