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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.

What are Best Practices for Estate Planning

What are Best Practices for Estate Planning?

POSTED ON: February 21, 2025 BY: Troy Werner
Create a more effective estate plan and avoid common mistakes by following these seven best practices.
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Using Qualified Domestic Trusts (QDOTs) to Protect Non-Citizen Spouses in Estate Planning

Using Qualified Domestic Trusts (QDOTs) to Protect Non-Citizen Spouses in Estate Planning

POSTED ON: February 20, 2025 BY: Troy Werner
Qualified Domestic Trusts (QDOTs) help ensure that non-citizen spouses can inherit assets, while minimizing estate tax liabilities and maintaining financial security.
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What If a Beneficiary Dies Before Receiving an Inheritance

What If a Beneficiary Dies Before Receiving an Inheritance?

POSTED ON: February 17, 2025 BY: Troy Werner
When a beneficiary dies before receiving their inheritance, estate distribution can become more complicated. Understanding succession rules, will provisions, and probate laws ensures that assets are transferred as intended.
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Living Your Best Life Solo You Still Need an Estate Plan

Living Your Best Life Solo? You Still Need an Estate Plan

POSTED ON: February 14, 2025 BY: Troy Werner
A recent study found that 34 percent of older adults do not have a spouse, significant other or children who can provide their care.
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Estate Planning Is Essential for Unconventional Couples

Estate Planning Is Essential for Unconventional Couples

POSTED ON: February 13, 2025 BY: Troy Werner
For all couples, conventional or not, planning is important. For unconventional couples, it is essential and a basic ingredient of a loving relationship.
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Inheriting Debt Managing Debts Left Behind by Deceased Loved

Inheriting Debt: Managing Debts Left Behind by Deceased Loved One

POSTED ON: February 12, 2025 BY: Troy Werner
Inheriting debt can create confusion and stress for families. Understanding your responsibilities and options can help you navigate this challenging situation.
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Estate Planning Actions for 2025

Estate Planning Actions for 2025

POSTED ON: February 11, 2025 BY: Troy Werner
As we step into 2025, the theme for estate planning is: Be prepared.
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What’s the Difference Between a Living Will and Last Will and Testament?

What’s the Difference Between a Living Will and Last Will and Testament?

POSTED ON: February 6, 2025 BY: Troy Werner
Creating a will isn’t a luxury for the wealthy—it’s a protective measure for those we love.
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Estate Planning Strategies for a Family Business

Estate Planning Strategies for a Family Business

POSTED ON: February 5, 2025 BY: Troy Werner
Effective estate planning ensures the longevity of your family business by addressing succession, tax efficiency and governance for future generations.
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New Year’s Estate Planning Resolutions for 2025

New Year’s Estate Planning Resolutions for 2025

POSTED ON: February 4, 2025 BY: Troy Werner
Even among those who have estate plans, many hold outdated documents that no longer reflect their current wishes or circumstances.
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The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship. See full disclaimer here.
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