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What’s the Best Way to Simplify an Estate?

What’s the Best Way to Simplify an Estate?

POSTED ON: July 18, 2024 BY: Troy Werner
Have a clear road map for your estate so your heirs don't drown in paperwork and probate after your death.
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Can Estate Planning Reduce Inheritance Taxes?

Can Estate Planning Reduce Inheritance Taxes?

POSTED ON: July 17, 2024 BY: Troy Werner
Contrary to common belief, estate planning benefits aren’t exclusive to the ultra-wealthy. The mid-affluent—individuals and married couples poised for significant asset growth—should also consider their future tax exposure.
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Estate Planning for Non-Married Couples: Securing the Estate of Cohabitating Couples

Estate Planning for Non-Married Couples: Securing the Estate of Cohabitating Couples

POSTED ON: July 16, 2024 BY: Troy Werner
Politicians often don’t write the law with unmarried couples in mind. Cohabitating couples need a will and cohabitation agreement to protect each other if the worst happens.
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What If You Don’t Have Anyone to Be Your Executor

What If You Don’t Have Anyone to Be Your Executor?

POSTED ON: July 15, 2024 BY: Troy Werner
There are options for people who don’t have family—or don’t want their family—to handle their affairs.
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How to Discuss Estate Planning with Your Aging Parents

How to Discuss Estate Planning with Your Aging Parents

POSTED ON: July 12, 2024 BY: Troy Werner
Discussing estate planning with your aging parents is vital to protect their wishes. It can be a hard conversation to start. However, it’s still necessary.
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Planning for Retirement with a Special Needs Child

Planning for Retirement with a Special Needs Child

POSTED ON: July 11, 2024 BY: Troy Werner
Planning for retirement when you have a child with special needs is difficult. However, you can overcome this challenge with thorough, strategic estate planning.
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Don't Wait for Surgery or Health Crisis to Create an Estate Plan

Don't Wait for Surgery or Health Crisis to Create an Estate Plan

POSTED ON: July 10, 2024 BY: Troy Werner
Create an estate plan before a health crisis to ensure that your wishes are respected and reduce stress for your loved ones.
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Who Takes Care of My Pet When I Die?

Who Takes Care of My Pet When I Die?

POSTED ON: July 9, 2024 BY: Troy Werner
Learn more about the personal-finance aspects of pet insurance and pet estate planning.
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Who Gets Access to Your Digital Assets Account When You Die?

Who Gets Access to Your Digital Assets Account When You Die?

POSTED ON: July 8, 2024 BY: Troy Werner
From engaging with people professionally and personally, to posting photos, storing files and accessing our bank account information, this all represents what’s known as our ‘digital legacy.’
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Elvis Presley's Estate Planning Mistakes: Lessons for Us All

Elvis Presley's Estate Planning Mistakes: Lessons for Us All

POSTED ON: July 5, 2024 BY: Troy Werner
Learn from Elvis Presley’s estate planning mistakes and see how a comprehensive plan can help protect your family's legacy and minimize future conflicts.
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