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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.

The Risks of DIY Wills: Why Legal Guidance Matters

The Risks of DIY Wills: Why Legal Guidance Matters

POSTED ON: December 4, 2024 BY: Troy Werner
DIY wills may seem affordable. However, mistakes in witnessing or unclear instructions can lead to costly probate and disputes, leaving your loved ones burdened.
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Planning for Alzheimer’s Legal Strategies for Cognitive Decline

Planning for Alzheimer’s: Legal Strategies for Cognitive Decline

POSTED ON: December 3, 2024 BY: Troy Werner
Taking legal steps early can bring clarity and peace of mind to everyone involved, ensuring that a loved one’s wishes are honored as they face Alzheimer’s.
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How a Serious Diagnosis Changes Estate Planning

How a Serious Diagnosis Changes Estate Planning

POSTED ON: December 2, 2024 BY: Troy Werner
Why we might drag our feet over some of the most important financial decisions.
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How Does a Special Needs Trust Work?

How Does a Special Needs Trust Work?

POSTED ON: November 29, 2024 BY: Troy Werner
It’s common for parents of children with disabilities to worry about their childrens’ futures. However, one way they can provide support and give loved ones peace of mind is by creating a special needs trust.
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Leaving Inheritance to Estranged Family Members: What Should You Consider?

Leaving Inheritance to Estranged Family Members: What Should You Consider?

POSTED ON: November 28, 2024 BY: Troy Werner
Leaving an inheritance to estranged family members can create more harm than good.  However, understanding your options can help you make a decision that brings peace.
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Why an Updated Estate Plan Is Critical, Especially Now

Why an Updated Estate Plan Is Critical, Especially Now

POSTED ON: November 27, 2024 BY: Troy Werner
This is the perfect time to get an estate plan in place, or if you have one already, to make sure your plan is updated for changes in the law and that it reflects your current intentions.
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Six Assets to Keep Out of an Estate Plan

Six Assets to Keep Out of an Estate Plan

POSTED ON: November 26, 2024 BY: Troy Werner
By carefully considering what to include in your estate plan—and what to leave out—you can help your family avoid unnecessary conflict and heartache.
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How Can a Will Be Changed

How Can a Will Be Changed?

POSTED ON: November 25, 2024 BY: Troy Werner
While a codicil provides flexibility, frequent amendments can complicate estate planning and create room for misunderstandings.
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It’s Not Too Soon for Generation X to Start Estate Planning

It’s Not Too Soon for Generation X to Start Estate Planning

POSTED ON: November 22, 2024 BY: Troy Werner
Gen X is stuck in the middle of children and aging parents. However, retirement's not far off.
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Wealth Protection Through Estate Planning

Wealth Protection Through Estate Planning

POSTED ON: November 21, 2024 BY: Troy Werner
Estate planning is crucial and beneficial in many ways since it documents all your assets—from real estate, bank accounts, investments and business interests to personal items, like family heirlooms and even your monthly subscriptions.
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