by David Edwards | Mar 6, 2020 | Cost of Poor Planning, Popular, Wills and Trusts
Do you have an old will? Does it need to be updated? Most changes any estate plan faces can be summed up by examining the “3 L’s”: Life – What has changed in your family, your health or your finances since your last will was created? Law – What legal or tax...
by David Edwards | Nov 14, 2019 | Cost of Poor Planning, EP-HomePage, Risks of joint ownership, Wills and Trusts
It was recently Estate Planning Awareness Week. This concept was developed because estate planning is an often-overlooked element of financial wellness. And it’s one that is quite easy to put off thinking about. Here at Edwards Group, it’s estate planning...
by David Edwards | Nov 5, 2019 | Asset Protection, Asset Protection Trusts, Cost of Poor Planning, Leave a Legacy
When John Meier* died, he thought he had taken care of everything. He even left a will expressing his wish for his two children to share the lakefront property he had owned for over 50 years. Unfortunately, sometimes, wishes don’t come true. The traditional will...
by David Edwards | Mar 8, 2019 | Asset Protection, Cost of Poor Planning, EP-LongTermCarePage, Leave a Legacy, Long Term Care Risks, Nursing Home
You may be a couple decades away from needing nursing home care, but the sooner you can understand and plan for the costs involved, the better. Here are three truths everyone should know about nursing homes: 1. You’ll probably need nursing home care. The...
by David Edwards | Feb 5, 2019 | Cost of Poor Planning, How to Choose an Attorney, Wills and Trusts
Creating online legal documents is becoming more and more common. Despite the convenience of creating a Will without the expense and hassle of meeting with an attorney, there are many pitfalls to creating a simple plan online or even with a more traditional attorney...
by David Edwards | Nov 7, 2018 | Asset Organization, Asset Protection, Cost of Poor Planning, Counseling, not Documents
Getting organized is a key part of the estate planning process. Estate planning simply means you have a plan to handle your finances, your care, and your family when you can’t do it anymore — whether that’s because of sickness or passing away....
