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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 Does a Special Needs Trust Pay

What Does a Special Needs Trust Pay?

POSTED ON: February 28, 2025 BY: Troy Werner
A special needs trust protects assets, while preserving eligibility for government benefits. However, spending must comply with legal guidelines to avoid jeopardizing support.
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Should I Limit My Childrens’ Inheritance?

Should I Limit My Childrens’ Inheritance?

POSTED ON: February 27, 2025 BY: Troy Werner
Deciding how much to leave your children requires careful planning. Balancing financial security with personal responsibility can help preserve wealth for future generations.
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Power of Attorney Protects You from Adult Guardianship

Power of Attorney Protects You from Adult Guardianship

POSTED ON: February 26, 2025 BY: Troy Werner
A power of attorney ensures that a trusted person can make decisions on your behalf, preventing the need for a court-appointed guardian.
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Estate Planning Steps for Retirement

Estate Planning Steps for Retirement

POSTED ON: February 25, 2025 BY: Troy Werner
Retirement planning isn’t just about saving for the future—it’s about ensuring that your assets are protected and distributed according to your wishes.
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How to Protect Your Inheritance

How to Protect Your Inheritance

POSTED ON: February 24, 2025 BY: Troy Werner
Got a windfall? Here's how to manage an inheritance responsibly.
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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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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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