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How to Get Your Estate Plan Started

How to Get Your Estate Plan Started

POSTED ON: November 15, 2023 BY: Troy Werner
You’re not too young, you do have enough assets and don’t you want to make things easier for your loved ones after you pass away?
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Should I Give the Kids My House in My Estate Planning?

Should I Give the Kids My House in My Estate Planning?

POSTED ON: November 14, 2023 BY: Troy Werner
Somewhere along the way, homeowners came to believe a non sequitur of sorts, that the "American Dream" includes not only buying a house but also passing that same home on to their children.  Financial advisers have largely supported this tactic for passing along generational wealth.
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What’s the Latest with Lisa Marie Presley’s Estate?

What’s the Latest with Lisa Marie Presley’s Estate?

POSTED ON: November 13, 2023 BY: Troy Werner
Lisa Marie Presley’s estate—previously at the center of a high-profile family dispute between actor Riley Keough and her grandmother Priscilla Presley—is the subject of another legal filing, this time over an alleged unpaid loan of $3.8 million. Keough became the sole trustee of her late mother’s estate less than two months ago.
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Why You Need Two Kinds of Power of Attorney Documents

Why You Need Two Kinds of Power of Attorney Documents

POSTED ON: November 10, 2023 BY: Troy Werner
Power of Attorney documents are often an afterthought when someone thinks about their estate plan.
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Do You Need a Trust Fund or a Will? Or Both?

Do You Need a Trust Fund or a Will? Or Both?

POSTED ON: November 9, 2023 BY: Troy Werner
Estate planning involves both trust funds and wills to help ensure the smooth transition of assets to your beneficiaries.
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How Do Special Needs Trusts Work?

How Do Special Needs Trusts Work?

POSTED ON: November 8, 2023 BY: Troy Werner
One of the most commonly recognized instruments for protecting assets for a disabled beneficiary is through the use of a Special Needs Trust, also known as a Supplemental Needs Trust.
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Is Mick Jagger Thinking about Estate Planning?

Is Mick Jagger Thinking about Estate Planning?

POSTED ON: November 7, 2023 BY: Troy Werner
Mick Jagger is getting candid about the Rolling Stones’ legacy.
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Estate Planning Myths Debunked

Estate Planning Myths Debunked

POSTED ON: November 6, 2023 BY: Troy Werner
In my experience, estate planning is one of the areas of personal finance with the most widespread confusion. Unfortunately, this can lead to costly mistakes in time, money and stress on people's families.
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Why Your Will Is Just One Part of an Estate Plan

Why Your Will Is Just One Part of an Estate Plan

POSTED ON: November 3, 2023 BY: Troy Werner
Those beneficiary forms you filled out years ago can supersede your other estate plans.
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How Does an Inheritance Trust Work?

How Does an Inheritance Trust Work?

POSTED ON: November 2, 2023 BY: Troy Werner
Inheritance trusts take on critical importance in wealth management, particularly for multi-generational families.
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