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Here’s Why Everyone Should Have a Will

Here’s Why Everyone Should Have a Will

POSTED ON: May 28, 2025 BY: Troy Werner
If you die without a will, the state decides what happens to everything you leave behind: your money, your home and even your personal belongings.
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Estate Planning Helps Build Generational Wealth

Estate Planning Helps Build Generational Wealth

POSTED ON: May 26, 2025 BY: Troy Werner
Across personal finance topics, estate planning is probably one of the least understood—while being one of the most anxiety-inducing.
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Protecting LGBTQ+ Families through Estate Planning During Trump’s Second Term

Protecting LGBTQ+ Families through Estate Planning During Trump’s Second Term

POSTED ON: May 23, 2025 BY: Troy Werner
In uncertain political climates, estate planning becomes essential for LGBTQ+ families to safeguard rights, preserve parental authority and protect their financial future.
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Fashion Designer Takes Uniquely Named Approach to Her Will

Fashion Designer Takes Uniquely Named Approach to Her Will

POSTED ON: May 21, 2025 BY: Troy Werner
In a recent Trading Secrets podcast, fashion designer Rebecca Minkoff revealed that she has a special provision in her trust in case she divorces or dies before her husband, Gavin Bellour.
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Why Create a Pet Trust?

Why Create a Pet Trust?

POSTED ON: May 20, 2025 BY: Troy Werner
While we often associate dog trust funds with the super-rich, you don’t need to be Oprah to set up a dog trust fund. Anybody with a pet can set one up to help prepare for the future.
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What Should Be Included in Your Estate Plan?

What Should Be Included in Your Estate Plan?

POSTED ON: May 15, 2025 BY: Troy Werner
In addition to the health care directive, other items that are part of estate planning include designating a financial power of attorney and establishing a will or trust.
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How Estate Planning Can Transfer Ownership of the Family Home

How Estate Planning Can Transfer Ownership of the Family Home

POSTED ON: May 14, 2025 BY: Troy Werner
It can be emotionally taxing to think about what happens after your death and creating a plan that works for you and ensures that your loved ones are protected requires a lot of time and effort.
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How to Create a Comprehensive Estate Plan in Five Steps

How to Create a Comprehensive Estate Plan in Five Steps

POSTED ON: May 12, 2025 BY: Troy Werner
Yet, as life unfolds, having a well-structured estate plan becomes crucial – it can serve as a roadmap for your loved ones, ensuring that your wishes are honored and your family is cared for.
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What’s the Best Way to Get Estate Planning Started

What’s the Best Way to Get Estate Planning Started

POSTED ON: May 9, 2025 BY: Troy Werner
True wealth management is about more than investments—it’s about protecting your legacy. Estate planning may not seem exciting. However, ignoring it can have serious consequences.
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Estate Planning for Single Dads

Estate Planning for Single Dads

POSTED ON: May 7, 2025 BY: Troy Werner
Single fathers face unique estate planning challenges. However, proactive legal and financial planning ensures their children’s future security.
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