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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.

Can Estate Planning Reduce Inheritance Taxes?

Can Estate Planning Reduce Inheritance Taxes?

POSTED ON: July 17, 2024 BY: Troy Werner
Contrary to common belief, estate planning benefits aren’t exclusive to the ultra-wealthy. The mid-affluent—individuals and married couples poised for significant asset growth—should also consider their future tax exposure.
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Estate Planning for Non-Married Couples: Securing the Estate of Cohabitating Couples

Estate Planning for Non-Married Couples: Securing the Estate of Cohabitating Couples

POSTED ON: July 16, 2024 BY: Troy Werner
Politicians often don’t write the law with unmarried couples in mind. Cohabitating couples need a will and cohabitation agreement to protect each other if the worst happens.
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What If You Don’t Have Anyone to Be Your Executor

What If You Don’t Have Anyone to Be Your Executor?

POSTED ON: July 15, 2024 BY: Troy Werner
There are options for people who don’t have family—or don’t want their family—to handle their affairs.
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How to Discuss Estate Planning with Your Aging Parents

How to Discuss Estate Planning with Your Aging Parents

POSTED ON: July 12, 2024 BY: Troy Werner
Discussing estate planning with your aging parents is vital to protect their wishes. It can be a hard conversation to start. However, it’s still necessary.
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Planning for Retirement with a Special Needs Child

Planning for Retirement with a Special Needs Child

POSTED ON: July 11, 2024 BY: Troy Werner
Planning for retirement when you have a child with special needs is difficult. However, you can overcome this challenge with thorough, strategic estate planning.
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Don't Wait for Surgery or Health Crisis to Create an Estate Plan

Don't Wait for Surgery or Health Crisis to Create an Estate Plan

POSTED ON: July 10, 2024 BY: Troy Werner
Create an estate plan before a health crisis to ensure that your wishes are respected and reduce stress for your loved ones.
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Who Takes Care of My Pet When I Die?

Who Takes Care of My Pet When I Die?

POSTED ON: July 9, 2024 BY: Troy Werner
Learn more about the personal-finance aspects of pet insurance and pet estate planning.
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Who Gets Access to Your Digital Assets Account When You Die?

Who Gets Access to Your Digital Assets Account When You Die?

POSTED ON: July 8, 2024 BY: Troy Werner
From engaging with people professionally and personally, to posting photos, storing files and accessing our bank account information, this all represents what’s known as our ‘digital legacy.’
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Elvis Presley's Estate Planning Mistakes: Lessons for Us All

Elvis Presley's Estate Planning Mistakes: Lessons for Us All

POSTED ON: July 5, 2024 BY: Troy Werner
Learn from Elvis Presley’s estate planning mistakes and see how a comprehensive plan can help protect your family's legacy and minimize future conflicts.
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What Information Should Be in a Will?

What Information Should Be in a Will?

POSTED ON: July 4, 2024 BY: Troy Werner
Most people spend each phase of their lives preparing for the next one, whether it's starting a family, buying their first home, or eventually retiring.
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