by David Edwards | Jan 28, 2020 | Aging Parents, Asset Protection, Asset Protection Trusts, Charitable Giving, Grandchildren, Parents, Power of Attorney, Risks of joint ownership
In our past two posts we talked about how Elder Fraud is on the rise and the types of fraud to look out for. Here are 7 questions to ask your friends and loved ones that can raise red flags about the possibility that they are being set up as a target for Elder Fraud:...
by David Edwards | Jul 12, 2016 | Aging Parents, Charitable Giving, Disability
Join Benefits Coordinator, Melissa Coulter, on the Edwards Group team at the Walk to End Alzheimer’s September 24, 2016 at Springfield’s South Wind Park. As a part of the team at Edwards Group, we help people everyday who have loved ones facing the...
by David Edwards | Apr 7, 2015 | Charitable Giving, Grandchildren, IRA's, Kids' Inheritance, Roth IRA's
When it comes to your IRA, there are some planning traps you need to look out for… Here are 7 IRA planning problems to consider: 1. Incorrect beneficiaries – This is very basic, but often overlooked. Confirm that the beneficiaries are set up correctly. If...
by David Edwards | Mar 5, 2015 | Charitable Giving, Divorce Risks, For Your Kids, IRA's, Kids' Inheritance, Lawsuits and Creditor Risks, Marriage & Remarriage, Roth IRA's, Tax
IRA planning can be tricky. In order to make sure you plan as best as you can, you should discuss the following questions with your attorney and other advisors: 1. Will you need the IRA funds during your life? If not, you may want to convert to a Roth or use the...
by David Edwards | May 5, 2010 | Asset Protection, Charitable Giving, Non-Profits, Tax, Wills and Trusts
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...
by David Edwards | Mar 8, 2010 | Charitable Giving, Churches and Ministries, Non-Profits
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...
