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Unraveling the Mystery of Trusts: What Your Estate Planning Attorney Wishes You Knew

Unraveling the Mystery of Trusts: What Your Estate Planning Attorney Wishes You Knew

POSTED ON: April 24, 2024 BY: Troy Werner
Understanding trusts and their tax nuances can empower you to make informed decisions regarding the type of trust you choose for your estate planning purposes.
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How to Create a Digital Estate Plan

How to Create a Digital Estate Plan

POSTED ON: April 23, 2024 BY: Troy Werner
From cherished memories stored in digital photo albums to valuable assets held in online accounts, our digital footprint has become a significant component of our overall legacy.
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Estate Planning Strategies to Care for Aging Parents

Estate Planning Strategies to Care for Aging Parents

POSTED ON: April 22, 2024 BY: Troy Werner
An estate plan with wealth preservation, long-term care and medical directives strategies provides clarity and guidance to loved ones on aging parents' wishes, while retaining control for aging parents over financial and health-related matters.
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How Can I Minimize Taxes During Retirement?

How Can I Minimize Taxes During Retirement?

POSTED ON: April 19, 2024 BY: Troy Werner
Take time to consider the tax impact of your financial decisions and speak to a professional to make sure you don’t pay more than anticipated during your non-working years.
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Why Estate Planning Is Essential for Small Business Owners

Why Estate Planning Is Essential for Small Business Owners

POSTED ON: April 18, 2024 BY: Troy Werner
Your business, likely your most valuable asset, deserves careful consideration within your estate plan to ensure a smooth transition of ownership and management in the event of incapacity or death.
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Have You had the Estate Planning Talk with Your Adult Children?

Have You Had the Estate Planning Talk with Your Adult Children?

POSTED ON: April 17, 2024 BY: Troy Werner
Estate planning can be a sensitive topic for families to talk about. Here's how to get past the awkwardness and discuss estate planning with your family.
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Estate Planning for Gen Xers and Aging Parents For Financial Peace of Mind

Estate Planning for Gen Xers and Aging Parents: For Financial Peace of Mind

POSTED ON: April 16, 2024 BY: Troy Werner
Many Generation Xers are in a unique position, “sandwiched” between raising their children and caring for aging parents. A proactive estate plan can help alleviate financial burdens and smooth aging parents' path into retirement for both generations.
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The Surprising Ways Trusts Future-Proof Your Estate Plan, Providing Flexibility and Intention

The Surprising Ways Trusts Future-Proof Your Estate Plan, Providing Flexibility and Intention

POSTED ON: April 15, 2024 BY: Troy Werner
In a season of economic unease, inflation, and changing state laws, strategies like trusts, trust protectors, and a clear purpose statement in your estate plan ensure that your assets and values transfer according to your wishes.
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Why Estate Planning Matters for Baby Boomers’ Senior Living Accommodations

Why Estate Planning Matters for Baby Boomers’ Senior Living Accommodations

POSTED ON: April 12, 2024 BY: Troy Werner
Strategies like living trusts and irrevocable trusts help baby boomers protect wealth, support independence and senior residence preferences, and plan for Medicaid approval requirements.
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Can Estate Planning Address ‘Third Generation Curse’

Can Estate Planning Address ‘Third Generation Curse?’

POSTED ON: April 11, 2024 BY: Troy Werner
Thorough communication with heirs about values and various elements of your estate plan could help younger generations better manage their inherited wealth.
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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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