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What Happens When the Second Parent Passes?

What Happens When the Second Parent Passes?

POSTED ON: October 26, 2023 BY: Troy Werner
However, settling the second spouse's affairs was more complex, even with advance planning. Everything from wills to banking to tax returns became more complicated.
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Estate Planning and Tax Planning for Business Owners

Estate Planning and Tax Planning for Business Owners

POSTED ON: October 25, 2023 BY: Troy Werner
This article will explore key considerations and actionable insights for business owners to reduce their tax burden, protect their assets and facilitate a smooth wealth transition.
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What’s Most Important in Estate Planning?

What’s Most Important in Estate Planning?

POSTED ON: October 24, 2023 BY: Troy Werner
In the next decade, 15% of American adults expect to receive an inheritance, according to the latest findings from the New York Life Wealth Watch survey. However, they’re not all confident they’ll be able to manage the funds. On average, adults who expect to receive an inheritance anticipate receiving $740,000. However, just 42% feel very comfortable handling that new wealth.
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Where Should I Store My Will?

Where Should I Store My Will?

POSTED ON: October 23, 2023 BY: Troy Werner
Aretha Franklin did what she was supposed to in drawing up a last will and testament, but a crucial mistake left her multimillion-dollar estate in chaos.
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Estate Plan can Ease Anxiety and Confirm Legacy

Estate Plan can Ease Anxiety and Confirm Legacy

POSTED ON: October 20, 2023 BY: Troy Werner
Preparing for the future supports the causes you believe in and provides peace of mind for you and your heirs.
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Have Estate Plan Checkup before Heading to Warmer Winter

Have Estate Plan Checkup before Heading to Warmer Winter

POSTED ON: October 19, 2023 BY: Troy Werner
If you are headed somewhere warm to spend the winter months, you will want to be sure you have everything in order before you go.
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What Is Joint Life Insurance?

What Is Joint Life Insurance?

POSTED ON: October 18, 2023 BY: Troy Werner
No matter how old you are, it's never too early or too late to begin thinking about your life insurance options.
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What Should I Know about Beneficiary Designations for IRAs?

What Should I Know about Beneficiary Designations for IRAs?

POSTED ON: October 17, 2023 BY: Troy Werner
One approach to consider is to prepare a customized beneficiary designation form.
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Make Power of Attorney Part of Your Estate Plan

Make Power of Attorney Part of Your Estate Plan

POSTED ON: October 16, 2023 BY: Troy Werner
Many people will suffer cognitive decline as they age, and that can seriously impact their ability to manage their assets.
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How Estate Planning Serves Tax Planning

How Estate Planning Serves Tax Planning

POSTED ON: October 13, 2023 BY: Troy Werner
In the intricate world of personal finance, few concepts hold as much potential to safeguard and grow one’s wealth as strategic estate planning.
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Whether you need help creating a living trust or navigating probate, our living trust law firm's compassionate team of estate planning lawyers and probate lawyers are here to help you and ready to answer your questions.

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