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Why You Should Coordinate the Team Behind Your Estate Plan

Why You Should Coordinate the Team Behind Your Estate Plan

POSTED ON: November 29, 2023 BY: Troy Werner
Human nature is such that we often tend to focus on the bigger and more important steps. That’s a good thing, but it doesn’t negate the need to address the secondary coordination steps.
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Selling the Family Home When Moving into New Living Situation

Selling the Family Home When Moving into a New Living Situation

POSTED ON: November 28, 2023 BY: Troy Werner
Selling a home when a loved one decides to move into an assisted living facility can present some emotional aspects that will not necessarily be present when selling one’s own home.
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What Is a Power of Attorney, Why It's Essential and How It Works

What Is a Power of Attorney, Why It's Essential and How It Works

POSTED ON: November 27, 2023 BY: Troy Werner
A Power of Attorney (POA) is a pivotal legal tool that allows one individual to grant another the authority to act on their behalf. Whether you’re planning for the unforeseen future, managing intricate financial affairs, or ensuring that someone can make healthcare decisions for you if you become incapacitated, understanding the nuances of a POA is indispensable. This article dives deep into the realm of POAs, answering vital questions and illuminating its various types and applications. What Is a Power of Attorney (POA)? A power of attorney is a legal document that empowers one person, known as the principal, to…
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Make Sure These Documents are Part of Your Estate Plan

Make Sure These Documents are Part of Your Estate Plan

POSTED ON: November 24, 2023 BY: Troy Werner
Assembling legal documents pertaining to your estate is key to ensuring that your final wishes are carried out.
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Estate Planning in Seven Steps

Estate Planning in Seven Steps

POSTED ON: November 23, 2023 BY: Troy Werner
Estate planning is a profound journey that transcends generations, ensuring that your legacy endures with precision and care.
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Can You Amend a Will or a Trust?

Can You Amend a Will or a Trust?

POSTED ON: November 22, 2023 BY: Troy Werner
Wills and trusts are typically changed over time as life circumstances, the state where you reside, or your desired outcomes change.
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When to Update Your Will: 8 Reasons You May Need to Revisit Your Estate Plan

When to Update Your Will: 8 Reasons to Revisit Your Estate Plan

POSTED ON: November 21, 2023 BY: Troy Werner
Updating your will is not just a one-time event. It’s an ongoing process that ensures your estate plan remains relevant and effective. In this article, we’ll delve into the times when you should update your last will and testament and the reasons that can make it necessary. Therefore, if you’re someone who can make a difference through charity or simply want to ensure that your estate planning documents are up-to-date, read on! Why Should You Update Your Will? Your will is a reflection of your wishes at a particular point in time. However, as life evolves, so might your desires…
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Estate Planning can Protect Beloved Pets

Estate Planning can Protect Beloved Pets

POSTED ON: November 20, 2023 BY: Troy Werner
Estate planning, once limited to human beneficiaries, has now extended to include beloved pets in order to provide for their well-being after the owner’s death.
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Revocable Living Trust can Help with Planning for Incapacity

Revocable Living Trust can Help with Planning for Incapacity

POSTED ON: November 17, 2023 BY: Troy Werner
While physical disabilities may not impact a client’s ability to manage their own assets, mental illnesses and age-related cognitive impairment can eventually lead to incapacitation and the inability to manage their own assets.
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Can You Successfully Exclude a Family Member from Your Will?

Can You Successfully Exclude a Family Member from Your Will?

POSTED ON: November 16, 2023 BY: Troy Werner
If you want to exclude someone from the will, is it best to leave them a dollar so they can’t challenge being excluded? Can you put in a provision that if they challenge the will, they lose everything?
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