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When a Spouse Remarries
What’s one of the biggest threats to a family’s inheritance? Remarriage. “Bill, if something happens to me I want you to remarry. You need someone to take care of you. BUT she better not be named after a woodland creature or a spice — Bambi, Bunny or Ginger! Hahaha!” Bill and Mary sometimes joked about [...]
Not Your Parent’s Estate Plan
Well, I turned another year older a few weeks ago — 42! I love to read and as I get older, I seem to lean towards non-fiction. Especially history. Right now I’m reading a fantastic book, The Fifties by David Halberstam. (You may remember me talking about the first book of his I read, “October [...]
Joint Ownership Seems So Fair and Easy…
Grandad left his property to Dad. Then when Dad passed away he left it to his two daughters and one son. The three kids owned it jointly after he died. Everything seemed fair and good. They never saw a need to divide the property. Well, the son was in his 50′s when he started facing [...]
Hey Kids! Don’t Sell the Farm!
Here’s a true story about a family where the kids didn’t follow their dad’s advice…
Business Exit Planning Event – Illini Country Club, March 7 at 4:30 pm. You’re invited!
Business Exit Planning Event Edwards Group LLC is very happy to be a co-sponsor of a special event coming up – for business owners and their advisors. Please RSVP and join us if you can. Sikich LLP and Edwards Group LLC invite you to attend Business Exit Planning event for advisors and business owners [...]
The #1 Secret of Estate Planning
I’ve been thinking about all the workshops we’ve been doing. We enjoy leading them, and the response has been fantastic. People tell us they learn a lot. But it got me to thinking about the secret some people miss with their planning. It’s the secret that stands in the way of an effective Will or [...]
