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Category: Estate Planning

Estate planning services refer to the process of managing and distributing one's assets and properties after their death, in a way that ensures the smooth transfer of wealth to the intended beneficiaries while minimizing taxes and other expenses. Estate planning services may include drafting legal documents such as wills, trusts, and powers of attorney, as well as providing guidance and advice on strategies for asset protection and wealth transfer. These services may be provided by lawyers, financial advisors, or other professionals with expertise in estate planning. Effective estate planning can help individuals achieve their long-term financial goals and provide peace of mind for themselves and their loved ones.

How to Include Digital Life in Your Estate Plan

How to Include Digital Life in Your Estate Plan

POSTED ON: December 20, 2024 BY: Troy Werner
The shift to a digital world has made life easier in many ways, allowing people to eschew physical photo albums, file cabinets, taking checks to the bank and waiting for the mail carrier.
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Millennials and Gen Z Need Estate Plans Now

Millennials and Gen Z Need Estate Plans Now

POSTED ON: December 19, 2024 BY: Troy Werner
Though ‘estate planning’ may bring to mind visions of rich families squabbling over the ancestral silver, it isn't just for the wealthy or older people, financial planners say.
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Estate Planning for Art Collectors Protecting Valuable Collections

Estate Planning for Art Collectors: Protecting Valuable Collections

POSTED ON: December 18, 2024 BY: Troy Werner
Protecting an art collection with estate planning ensures that its value and legacy are preserved for future generations.
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How to Avoid Estate Planning Mistakes in 2025

How to Avoid Estate Planning Mistakes in 2025

POSTED ON: December 17, 2024 BY: Troy Werner
If these things get overlooked, you risk leaving your loved ones with extra challenges during what’s already a tough time.
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Make Life Easier for Heirs Get Your Estate Organized

Make Life Easier for Heirs: Get Your Estate Organized

POSTED ON: December 16, 2024 BY: Troy Werner
It’s easy to put off doing many of these things. However, get them done, and your heirs will be thankful you did.
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Can Unmarried Couples Plan for Aging Together

Can Unmarried Couples Plan for Aging Together?

POSTED ON: December 13, 2024 BY: Troy Werner
Eventually, most older couples will face health crises and the need for caregiving. If they haven’t vowed their mutual marital commitment ‘til death us do part,’ their roles and responsibilities can be murky.
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How Estate Planning Cares for Future Generations

How Estate Planning Cares for Future Generations

POSTED ON: December 12, 2024 BY: Troy Werner
Sound estate planning can help minimize tax liabilities, protect assets from creditors and maintain family harmony by reducing conflicts among heirs.
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Understanding Estate Planning for Military Families

Understanding Estate Planning for Military Families

POSTED ON: December 11, 2024 BY: Troy Werner
Estate planning for military families involves unique benefits like survivor pensions, VA support and tools to protect loved ones and maintain financial stability after a servicemember’s passing.
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Estate Planning for Pet Owners Creating a Pet Trust to Ensure Long-Term Care

Estate Planning for Pet Owners: Creating a Pet Trust to Ensure Long-Term Care

POSTED ON: December 10, 2024 BY: Troy Werner
A pet trust legally ensures that pets receive care if owners pass away or become incapacitated, providing structured instructions and funding for long-term pet welfare.
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Planning to Protect Your Children’s Inheritance Asset Protection

Planning to Protect Your Children’s Inheritance: Asset Protection

POSTED ON: December 9, 2024 BY: Troy Werner
You've worked hard for your wealth. Don't let it fall into the wrong hands. Consider prenups, trusts and other protections to safeguard your family legacy.
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