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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.

Make Sure These Documents are Part of Your Estate Plan

Make Sure These Documents are Part of Your Estate Plan

POSTED ON: November 24, 2023 BY: Troy Werner
Assembling legal documents pertaining to your estate is key to ensuring that your final wishes are carried out.
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Estate Planning in Seven Steps

Estate Planning in Seven Steps

POSTED ON: November 23, 2023 BY: Troy Werner
Estate planning is a profound journey that transcends generations, ensuring that your legacy endures with precision and care.
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Can You Amend a Will or a Trust?

Can You Amend a Will or a Trust?

POSTED ON: November 22, 2023 BY: Troy Werner
Wills and trusts are typically changed over time as life circumstances, the state where you reside, or your desired outcomes change.
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When to Update Your Will: 8 Reasons You May Need to Revisit Your Estate Plan

When to Update Your Will: 8 Reasons to Revisit Your Estate Plan

POSTED ON: November 21, 2023 BY: Troy Werner
Updating your will is not just a one-time event. It’s an ongoing process that ensures your estate plan remains relevant and effective. In this article, we’ll delve into the times when you should update your last will and testament and the reasons that can make it necessary. Therefore, if you’re someone who can make a difference through charity or simply want to ensure that your estate planning documents are up-to-date, read on! Why Should You Update Your Will? Your will is a reflection of your wishes at a particular point in time. However, as life evolves, so might your desires…
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Estate Planning can Protect Beloved Pets

Estate Planning can Protect Beloved Pets

POSTED ON: November 20, 2023 BY: Troy Werner
Estate planning, once limited to human beneficiaries, has now extended to include beloved pets in order to provide for their well-being after the owner’s death.
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Revocable Living Trust can Help with Planning for Incapacity

Revocable Living Trust can Help with Planning for Incapacity

POSTED ON: November 17, 2023 BY: Troy Werner
While physical disabilities may not impact a client’s ability to manage their own assets, mental illnesses and age-related cognitive impairment can eventually lead to incapacitation and the inability to manage their own assets.
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Can You Successfully Exclude a Family Member from Your Will?

Can You Successfully Exclude a Family Member from Your Will?

POSTED ON: November 16, 2023 BY: Troy Werner
If you want to exclude someone from the will, is it best to leave them a dollar so they can’t challenge being excluded? Can you put in a provision that if they challenge the will, they lose everything?
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How to Get Your Estate Plan Started

How to Get Your Estate Plan Started

POSTED ON: November 15, 2023 BY: Troy Werner
You’re not too young, you do have enough assets and don’t you want to make things easier for your loved ones after you pass away?
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Should I Give the Kids My House in My Estate Planning?

Should I Give the Kids My House in My Estate Planning?

POSTED ON: November 14, 2023 BY: Troy Werner
Somewhere along the way, homeowners came to believe a non sequitur of sorts, that the "American Dream" includes not only buying a house but also passing that same home on to their children.  Financial advisers have largely supported this tactic for passing along generational wealth.
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What’s the Latest with Lisa Marie Presley’s Estate?

What’s the Latest with Lisa Marie Presley’s Estate?

POSTED ON: November 13, 2023 BY: Troy Werner
Lisa Marie Presley’s estate—previously at the center of a high-profile family dispute between actor Riley Keough and her grandmother Priscilla Presley—is the subject of another legal filing, this time over an alleged unpaid loan of $3.8 million. Keough became the sole trustee of her late mother’s estate less than two months ago.
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