by David Edwards | Mar 8, 2016 | Estate Planning
Big changes in your life may require updates in your estate plan. What kind of big changes? And what should you do about it? Didn’t win the lottery?? That’s okay. Can you imagine how much life changes after something like that? The good news is, if... 
by David Edwards | Feb 24, 2016 | Estate Planning
Many people think they know what an estate plan is and what it does. And while you are already an “expert” in estate planning because you know the details of your life better than anyone else, it helps to have a guide who can walk you through the... by David Edwards | Dec 23, 2015 | Estate Planning
Part of the thing our clients love about Edwards Group is that we strive to treat everyone like family. Sometimes that means sharing some personal things (just like we expect our clients to share personal things with us). The staff wrote a great rendition of The Night... 
by David Edwards | Dec 9, 2015 | Elder Care Advising, Estate Planning
Naming a helper for your plan is one of the most important decisions you’ll ever have to make, but you don’t have to do it alone. Read on for guidance in choosing your executor, trustee or power of attorney. Be Careful Who You Choose I heard another... 
by David Edwards | Oct 6, 2015 | Estate Planning
We frequently get questions about safe deposit boxes from clients. Read on to see our recommendations… Do you need a safe deposit box? Safe deposit boxes are nice to have, mostly because of the problems that at-home safes can cause. If you have a fireproof safe... 
by David Edwards | Sep 22, 2015 | Elder Care Advising, Estate Planning, Power of Attorney
Good “helpers” are essential to an effective plan. Could the people you’ve chosen as executor, trustee, power of attorney, or guardian pass this simple test? Every Estate Plan Needs a Good Helper We talk about good “helpers” a lot, and...