Edwards Group LLC

Contain Yourself: Fool Proof Solution to Getting Organized

Why is getting organized so much fun?  Well, I should rephrase that.  Getting organized is a lot of work.  But BEING organized is fun.  A while back Michelle and I went to the Container Store in St. Louis.  Who would think there is a store with nothing but containers for storing things?  And it’s fun [...]

Walls coming down at Edwards Group

What has been going on at Edwards Group LLC?   With the addition of Joshua Becker and Laura Peffley, we ran out of space.  So what to do?   Knock down walls.
After (or I should probably say “during”)
Before
Dave’s office – before and after
Now a glimpse of my new office.

Charitable Giving For Regular People

Do you think of yourself as rich? Hopefully you do, but mostly in ways that don’t show up on a tax return. Are you rich in the things that really matter – loving family, good friends, your faith, serving others? Whether or not you think of yourself as a wealthy person, you can take advantage of [...]

Charitable Giving – Do It Wisely and Use Uncle Sam’s Money

As you work on your estate plan, don’t forget to consider charitable giving.  Here are some basic questions to ask yourself:

If I plan to give to charity at death, have I considered just giving during my life instead? Give now, enjoy an income tax deduction and also enjoy seeing the money help others.  Plus, you [...]

Preparing For the School Bus Accident

If you attend a workshop or meet with me individually, you will probably hear about the “school bus trust”. What is it?

Joint Ownership – Tempting But Risky

Joint ownership with a right of survivorship, or joint tenancy, is a common method of owning assets.  Particularly with husbands and wives, it is a very common ownership method.  Many people hear about joint tenancy as being a good estate planning tool – a way to transfer their assets to a loved one without court [...]

Living Trusts Typically Do Not Provide Asset Protection

I often am asked whether a living trust will protect assets from nursing home costs, lawsuits, or other risks.  The general answer is “no”.  A living trust is designed to help you organized your assets and prepare for a time where you may face a disability or when you pass away.  A living trust is [...]