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...
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...
We are living in interesting times. Several Edwards Group clients have expressed uncertainty about how to safely invest their money given these unprecedented low-interest rates. Certificates of deposit have long been a favorite for risk-averse investors, but in this...
Writing your family history can be a wonderful way to leave a legacy. With the world going digital, it may seem old-fashioned to print a book about your family’s history. But the truth is, a screen can never replace the experience of flipping through pages of pictures...
With all the holiday gatherings coming up, this is the perfect time of year to get around the table and record your family’s stories. Smartphones have made this easier than ever: turn on a voice record app, set it in the middle of the table, and start asking grandma...
I often speak to local associations and service groups about estate planning. Oftentimes, the topic is about protecting the money people have worked so hard for. While proper planning can make things easier on your heirs after you’re gone, few people consider...
