by David Edwards | Oct 23, 2025 | Asset Protection, Estate Planning
TL;DR Summary (Executive Summary) Asset organization is crucial—forgetting key details or mismatching legal documents can cause hardship for your family. The two biggest mistakes: 1) not keeping an updated, detailed master list; 2) letting your accounts/titles/plans... 
by David Edwards | Jun 30, 2025 | Aging Parents, Elder Care Advising
At Edwards Group, we believe planning ahead isn’t just about money—it’s about love, protection, and preserving peace of mind for your family. Sadly, it’s all too common to hear stories of elder abuse — physical neglect or poor care in nursing facilities.... 
by David Edwards | Jul 21, 2024 | Estate Planning
“Is estate planning the same as having life insurance?” — Julie H This is a great question and one that we hear often. The simple answer is no. Estate planning is not the same as having life insurance. However, owning a life insurance policy or having a few different... 
by David Edwards | Jun 19, 2024 | Aging Parents, Elder Care Advising
Caring for an aging loved one can be a challenging and complex responsibility, often leaving caregivers feeling stressed and stretched thin. Juggling doctors’ appointments, managing medications, handling bills, and ensuring all necessary legal documents are in... 
by David Edwards | May 14, 2024 | Estate Planning
Vacation season is upon us, and as you make plans to drive, fly, or sail to your destination this summer, you’re no doubt making checklists of things to do and things to pack. Your to-do list might include asking a neighbor to watch your home and collect your mail,...