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How NOT Winning the Lottery Makes Your Life Easier

How NOT Winning the Lottery Makes Your Life Easier

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...

The Night Before Christmas – Edwards Group Edition

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...
2 Types of Help You May Need

2 Types of Help You May Need

by David Edwards | Dec 15, 2015 | Elder Care Advising, EP-PowersOfAttorneyPage, Power of Attorney

Last week we gave you a secret test you could give a named helper (or potential helper) to see if they might be up to the task. But what sorts of things might you need help with? There are generally two categories… Help With Finances A recent National Institutes...
The Secret Test for Your Named Helper

The Secret Test for Your Named Helper

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...
Aging and Alone: 7 Steps to Protect Yourself

Aging and Alone: 7 Steps to Protect Yourself

by David Edwards | Oct 21, 2015 | Elder Care Advising

In a previous post, we talked about a growing segment of people who are aging alone without the help of their adult children (either because they don’t have children or their children live very far away). These seniors face unique challenges in their 70’s...
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