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Why a Trust Works for Multi-State Property Owners

Why a Trust Works for Multi-State Property Owners

POSTED ON: January 12, 2024 BY: Troy Werner
Whatever the case may be, owning real property in more than one state can be a problem after your death if you don’t want your estate tied up in probate court.
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Different Types of Wills: Understanding the Right One for You

Different Types of Wills: Understanding the Right One for You

POSTED ON: January 11, 2024 BY: Troy Werner
Navigating the world of estate planning can be complex and overwhelming, particularly when it comes to understanding the different types of wills available. Each type of will serves a unique purpose and caters to different estate planning needs…
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End-of-Life Documents: What You Need to Know

End-of-Life Documents: What You Need to Know

POSTED ON: January 10, 2024 BY: Troy Werner
End-of-life planning is a crucial aspect of life that often goes unaddressed until it’s too late. In this comprehensive guide, we will discuss the essential end-of-life documents everyone must prepare, ensuring peace of mind and assuring that your wishes are honored…
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Why You Shouldn’t Leave Your Home to Your Children

Why You Shouldn’t Leave Your Home to Your Children

POSTED ON: January 9, 2024 BY: Troy Werner
The home represents a large portion of the estate of many Americans. You, therefore, may intend to leave your family home to your children, as it is an asset that should retain its value over time.
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Can I Prevent Children from Fighting over my Estate?

Can I Prevent Children from Fighting over my Estate?

POSTED ON: January 8, 2024 BY: Troy Werner
Parents typically do not want their surviving children to fight over their inheritances after the parents die. Careful planning may reduce the risk of foreseeable in-family conflicts.
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Estate Planning for The Younger Generations

Estate Planning for The Younger Generations

POSTED ON: January 5, 2024 BY: Troy Werner
Millennials and Gen Zers are taking their estate planning seriously. These tips can help make the process seem less daunting.
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Taking Care of Your Beloved Pets Though Estate Planning

Taking Care of Your Beloved Pets Though Estate Planning

POSTED ON: January 4, 2024 BY: Troy Werner
Appointing a guardian, establishing a pet trust and other ways to ensure your animals will be cared for.
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Estate Planning Essentials for the Sandwich Generation

Estate Planning Essentials for the Sandwich Generation

POSTED ON: January 3, 2024 BY: Troy Werner
The sandwich generation, a term for individuals juggling the care of their children and aging parents, faces unique challenges. This demographic, typically in their 30s and 40s, is experiencing a rise due to later childbirth and an aging population, compounded by the recent pandemic’s impact on long-term care facilities. Effective estate planning for the sandwich generation is critical in managing these dual responsibilities. Understanding the Demographics and Trends Significant societal trends influence the increasing numbers of the sandwich generation. Understanding these trends is essential for tailored estate planning strategies. The Importance of Estate Planning for the Sandwich Generation Estate planning…
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Estate Planning for Elderly Parents

Estate Planning for Elderly Parents

POSTED ON: January 2, 2024 BY: Troy Werner
Estate planning is a crucial process for everyone. However, it becomes particularly imperative for our elderly parents. As they advance in age, creating a complete estate plan ensures that their wishes are honored, and their affairs are in order for the inevitable. This guide will walk you through the essential steps and documents involved in estate planning for aging parents, helping you to make financial and medical decisions that are aligned with their desires. Understanding the Importance of an Estate Plan for Your Elderly Parent Estate planning is not merely about distributing assets. It’s a comprehensive approach to managing an…
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How Does Estate Planning Protect Young Children?

How Does Estate Planning Protect Young Children?

POSTED ON: January 1, 2024 BY: Troy Werner
To make sure that your children are taken care of if something happens to you, it’s important to appoint a guardian, establish a trust and ensure there’ll be financial support.
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