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Stay-at-Home Parents Need an Estate Plan

Stay-at-Home Parents Need an Estate Plan

POSTED ON: June 21, 2024 BY: Troy Werner
However, stay-at-home parents often are overlooked, although they generally need the most intentional planning because of the many roles that they have within the home.
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Aging Well Priorities and the Need to Reauthorize the Older Americans Act

Aging Well Priorities and the Need to Reauthorize the Older Americans Act

POSTED ON: June 20, 2024 BY: Troy Werner
Ensuring older adults’ wellbeing as lawmakers and individual citizens is crucial. Learn how advocates and good estate planning promote aging well.
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Challenging a Will: What to Do If You Believe Your Inheritance Is Incorrect

Challenging a Will: What to Do If You Believe Your Inheritance Is Incorrect

POSTED ON: June 19, 2024 BY: Troy Werner
Dealing with inheritance issues? Learn your rights and how to contest a will and preserve your loved one’s wishes.
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What Happens If You Inherit a Parent’s House?

What Happens If You Inherit a Parent’s House?

POSTED ON: June 18, 2024 BY: Troy Werner
Inheriting a house is a process that should begin well before a parent dies. While discussing end-of-life topics can be uncomfortable, the conversations must happen before it’s too late.
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Caregiving and Estate Planning Provides Peace of Mind for All Generations

Caregiving and Estate Planning Provides Peace of Mind for All Generations

POSTED ON: June 17, 2024 BY: Troy Werner
With so many responsibilities on a farming or ranching operation, caregiving plans can often get overlooked until it’s too late.
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Estate Planning Questions for Couples with a Big Age Gap

Estate Planning Questions for Couples with a Big Age Gap

POSTED ON: June 14, 2024 BY: Troy Werner
For couples with an age difference of 10 years or more, assets need to last significantly longer to cover both of their retirements, making the risks of missteps higher.
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Estate Planning and Your Second Home: What Should You Know?

Estate Planning and Your Second Home: What Should You Know?

POSTED ON: June 13, 2024 BY: Troy Werner
Thinking of buying a second home? Beware of real estate pitfalls when purchasing your vacation house.
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Diverse Family Structures Can Have an Impact on Estate Planning

Diverse Family Structures Can Have an Impact on Estate Planning

POSTED ON: June 12, 2024 BY: Troy Werner
The law doesn’t always cater to diverse family structures. Those who live as extended families, as part of same-sex couples, or other families need to pay special attention to estate planning.
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Estate Planning Checklist to Keep You Focused

Estate Planning Checklist to Keep You Focused

POSTED ON: June 11, 2024 BY: Troy Werner
For people nearly or newly retired, who potentially still have decades ahead for their assets to compound and grow, estate taxes are a huge concern.
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Digital Life Lives on After You’re Gone, Unless You Plan Ahead

Digital Life Lives on After You’re Gone Unless You Plan Ahead

POSTED ON: June 10, 2024 BY: Troy Werner
We all have a digital footprint that does not necessarily die with us. There are three things you should do to best prepare your executor, trustee or other personal representative to properly handle your posthumous digital affairs.
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