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What Information Should Be in a Will?

What Information Should Be in a Will?

POSTED ON: July 4, 2024 BY: Troy Werner
Most people spend each phase of their lives preparing for the next one, whether it's starting a family, buying their first home, or eventually retiring.
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What Do You Do If Elderly Family Member Is Being Financially Abused?

What Do You Do If Elderly Family Member Is Being Financially Abused?

POSTED ON: July 3, 2024 BY: Troy Werner
Although many cases go unreported, the National Council on Aging suggests that the financial exploitation of the elderly may amount to a staggering $36.5 billion annually. That may just be the tip of the iceberg.
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Inheriting a House? Navigate Your Options and Responsibilities

Inheriting a House? Navigate Your Options and Responsibilities

POSTED ON: July 2, 2024 BY: Troy Werner
Inheriting a house? Learn the legal considerations and your options to ensure a smooth inheritance process.
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How Your Estate Plan Addresses More than Money

How Your Estate Plan Addresses More Than Money

POSTED ON: July 1, 2024 BY: Troy Werner
Contemplating your death may not warrant a spot at the top of your priority list—but writing your will should.
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Planning Your Own Funeral Eases the Burden for Your Loved Ones

Planning Your Own Funeral Eases the Burden for Your Loved Ones

POSTED ON: June 28, 2024 BY: Troy Werner
By considering these aspects of funeral planning now, you can provide a final gift to your loved ones—a well-thought-out plan that eases their load during a difficult time.
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Trusts Prevent Delays for Loved Ones

Trusts Prevent Delays for Loved Ones

POSTED ON: June 27, 2024 BY: Troy Werner
Your family may struggle to get the money you leave them if it gets caught in probate. Set up a trust to ensure that your loved ones are secure, even when you're gone.
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Select Trust Terms: A Guide to How Trusts are Created and Distributed Trust Terms: A Guide to How Trusts are Created and Distributed

Trust Terms: A Guide to How Trusts are Created and Distributed

POSTED ON: June 26, 2024 BY: Troy Werner
Learn the steps and key terms for trust creation and administration from asset selection to drafting with an attorney to the trustee's financial and administrative obligations.
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What Happens When Blended Families Ignore Estate Planning

What Happens When Blended Families Ignore Estate Planning?

POSTED ON: June 25, 2024 BY: Troy Werner
In standard estate plans, a surviving spouse often has no legal obligation to stepchildren.
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Is It Important to have a Will?

Is It Important to Have a Will?

POSTED ON: June 24, 2024 BY: Troy Werner
While discussing end-of-life wishes can be difficult, working with your attorney to draft a will should be a top priority. However, far too many of us avoid this task.
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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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