by David Edwards | Jul 19, 2023 | Estate Planning
Life insurance can be a valuable tool in the estate planning process – providing protection and cash when your loved ones need it most. Many people ask us if life insurance should be a part of their estate planning. Our answer always depends on the individual...
by David Edwards | Mar 6, 2023 | Asset Protection, Wills and Trusts
Edwards Group has many useful tools in its so-called toolbox to help you effectively plan. One of these tools is our Dynasty Membership. Much like protecting other big investments in your life, like changing the oil in your car or replacing the roof on your house,...
by David Edwards | Oct 3, 2022 | Elder Care Advising, Estate Planning
First, what’s the difference between Estate Planning and Elder Care? Estate planning and elder care/elder law are two areas of legal practice that are often under the same umbrella, but there are important differences between them. Many times these two concepts are...
by David Edwards | May 31, 2022 | Medicaid/Medicare, Nursing Home
This is the real-life story of two sisters, an annuity, nursing home costs, and why Medicaid Planning matters. Mom did not have much, but she owned her home, had a steady retirement income, and had purchased two annuities. Each in the amount of $50,000. Each daughter...
by David Edwards | Mar 31, 2022 | Estate Planning
Unfortunately, printing a will from the internet and filling in the blanks does not create an effective estate plan. It’s best if you take some time to educate yourself about the estate planning process, and that includes estate planning pitfalls to avoid. Here...