Workshops

As the child of educators, David Edwards loves speaking to groups and helping people better understand effective estate planning. Oftentimes, you’ll find him speaking to various groups throughout the community and Illinois.

In addition to David’s various speaking engagements across the state, partner Joshua Becker hosts our very popular Nursing Home Care: What You Need to Know About Medicaid and Paying for a Nursing Home (formerly Long Term Care Essentials) every month. These workshops, which fill up fast, cover the basics of Medicaid eligibility and important issues surrounding nursing home care.

We design our workshops to address the most common issues people ask us about. We have workshops for those just starting planning, those facing a nursing home and those who already have their planning underway (Living Trusts, IRA’s, etc.) All of our workshops are free, so pick one (or two) that interests you and bring a friend!

Click HERE to download our latest Workshop Flyer, or click HERE to download our January-March Learning Calendar. Click below to find out more about each segment of our workshop offerings.

Estate Planning Basics

NEW CLIENT ORIENTATION: Is Edwards Group right for you? Find out how we work, key steps in our process and how fees are calculated.

WILLS: What you need to know about Wills and Trusts

TRUSTEES: How to pick a Trustee (and how not to)

Beyond the Basics

ESTATE TAX: What you need to know about the Estate Tax

GRANDPARENTS: What grandparents need to know about estate planning

LIVING TRUSTS: What Living Trust owners need to know to make their plan work

IRA’S: What IRA owners need to know about Wills and Trusts

Nursing Home Care

What you need to know about Medicaid and paying for a nursing home.