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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.

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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Can You Protect Your Heirs’ Inheritance from Creditors with Trusts?

Can You Protect Your Heirs’ Inheritance from Creditors with Trusts?

POSTED ON: November 20, 2024 BY: Troy Werner
Learn how trusts can protect your heirs' inheritance from creditors and safeguard your family's financial future.
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Estate Planning for Families with Internationally Adopted Children What You Need to Know

Estate Planning for Families with Internationally Adopted Children: What You Need to Know

POSTED ON: November 19, 2024 BY: Troy Werner
Estate planning ensures that your internationally adopted child is fully protected, providing financial stability and legal security for their future.
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How to Create and Estate Plan with a Blended family?

How to Create an Estate Plan with a Blended Family?

POSTED ON: November 18, 2024 BY: Troy Werner
Money matters can get complicated when two families unite. Planning is key.
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Millennials Need Estate Planning

Millennials Need Estate Planning

POSTED ON: November 15, 2024 BY: Troy Werner
I thought planning for death or injury was something I wouldn’t have to worry about for many years. However, the truth is that anybody over 18 should consider it.
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What Is Needed for End-of-Life Planning?

What Is Needed for End-of-Life Planning?

POSTED ON: November 14, 2024 BY: Troy Werner
To ensure that you don’t become a burden to your family as you approach the end of your life, planning is essential.
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Agricultural Estate Planning Strategies for Passing Down Farms

Agricultural Estate Planning: Strategies for Passing Down Farms

POSTED ON: November 13, 2024 BY: Troy Werner
Secure your family farm's future with a comprehensive estate plan that minimizes taxes, avoids disputes and protects your legacy.
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What Is Legacy and Estate Planning?

What Is Legacy and Estate Planning?

POSTED ON: November 11, 2024 BY: Troy Werner
Estate planning is a comprehensive process that ensures that your wishes are honored, your loved ones are cared for and your legacy continues to make a lasting impact.
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How Does Property Pass to Heirs in Estate Planning?

How Does Property Pass to Heirs in Estate Planning?

POSTED ON: November 8, 2024 BY: Troy Werner
By understanding how property actually passes, individuals can prepare holistic estate plans that will ensure that property transfers in the way intended.
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