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Increase in Estate Planning for Gen-Z

Increase in Estate Planning for Gen-Z

POSTED ON: September 9, 2024 BY: Troy Werner
Gen Z is setting an example by taking control of their financial futures early, showing an unexpected interest in estate planning.
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What's the Difference between Primary and Contingent Beneficiary?

What's the Difference between Primary and Contingent Beneficiary?

POSTED ON: September 6, 2024 BY: Troy Werner
Contingent beneficiaries provide a safety net, if the primary beneficiary cannot receive the assets from an estate or proceeds from a life insurance policy or retirement account.
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Select What are the Essentials of Estate Planning? What are the Essentials of Estate Planning?

What are the Essentials of Estate Planning?

POSTED ON: September 5, 2024 BY: Troy Werner
Estate planning is a broad term that can look different for everyone. You should become familiar with two basic documents: a will and a trust.
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Is It Common for Siblings to Fight Over Inheritance?

Is It Common for Siblings to Fight Over Inheritance?

POSTED ON: September 4, 2024 BY: Troy Werner
When there's bad blood over an inheritance, you can challenge the trustee—but try talking first.
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Handling an Inheritance from Someone Outside of U.S.?

Handling an Inheritance from Someone Outside of the U.S.?

POSTED ON: September 3, 2024 BY: Troy Werner
In today’s global economy, it is increasingly common for Americans, whether living abroad or stateside, to receive an inheritance from a non-U.S. person.
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Smart Estate Planning In 13 Steps

Smart Estate Planning In 13 Steps

POSTED ON: September 2, 2024 BY: Troy Werner
Consider these 13 estate-planning moves, which may be as simple as designating a different IRA beneficiary or as complex as setting up a trust.
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Well-Played: Country Legend Toby Keith's Legacy Protected for His Family

Well-Played: Country Legend Toby Keith's Legacy Protected for His Family

POSTED ON: August 30, 2024 BY: Troy Werner
Learn how country legend Toby Keith protected his family's future through careful estate planning and why starting early is crucial for everyone.
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Only 32% of Americans Have a Will

Only 32% of Americans Have a Will

POSTED ON: August 29, 2024 BY: Troy Werner
Only 32% of Americans have a will. However, even if you believe you lack assets, going without a will is a big mistake.
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Select The Importance of Estate Planning for Expecting Parents The Importance of Estate Planning for Expecting Parents

The Importance of Estate Planning for Expecting Parents

POSTED ON: August 28, 2024 BY: Troy Werner
Estate planning ensures that your children will have the future you want for them no matter what happens to you.
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What Should You Do when a Hospitalized Sibling Is About to Receive an Inheritance?

What Should You Do When a Hospitalized Sibling Is About to Receive an Inheritance?

POSTED ON: August 27, 2024 BY: Troy Werner
You may need to petition the courts for guardianship or conservatorship, the terms of which vary from state to state.
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