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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.

For Business Owners: Unveiling Opportunities and Pitfalls of Business Trusts

For Business Owners: Unveiling Opportunities and Pitfalls of Business Trusts

POSTED ON: April 25, 2024 BY: Troy Werner
Similar in function to an individual or family trust that owns assets and property, a business trust holds business ownership rights and assets.
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Unraveling the Mystery of Trusts: What Your Estate Planning Attorney Wishes You Knew

Unraveling the Mystery of Trusts: What Your Estate Planning Attorney Wishes You Knew

POSTED ON: April 24, 2024 BY: Troy Werner
Understanding trusts and their tax nuances can empower you to make informed decisions regarding the type of trust you choose for your estate planning purposes.
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How to Create a Digital Estate Plan

How to Create a Digital Estate Plan

POSTED ON: April 23, 2024 BY: Troy Werner
From cherished memories stored in digital photo albums to valuable assets held in online accounts, our digital footprint has become a significant component of our overall legacy.
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Estate Planning Strategies to Care for Aging Parents

Estate Planning Strategies to Care for Aging Parents

POSTED ON: April 22, 2024 BY: Troy Werner
An estate plan with wealth preservation, long-term care and medical directives strategies provides clarity and guidance to loved ones on aging parents' wishes, while retaining control for aging parents over financial and health-related matters.
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How Can I Minimize Taxes During Retirement?

How Can I Minimize Taxes During Retirement?

POSTED ON: April 19, 2024 BY: Troy Werner
Take time to consider the tax impact of your financial decisions and speak to a professional to make sure you don’t pay more than anticipated during your non-working years.
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Why Estate Planning Is Essential for Small Business Owners

Why Estate Planning Is Essential for Small Business Owners

POSTED ON: April 18, 2024 BY: Troy Werner
Your business, likely your most valuable asset, deserves careful consideration within your estate plan to ensure a smooth transition of ownership and management in the event of incapacity or death.
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Have You had the Estate Planning Talk with Your Adult Children?

Have You Had the Estate Planning Talk with Your Adult Children?

POSTED ON: April 17, 2024 BY: Troy Werner
Estate planning can be a sensitive topic for families to talk about. Here's how to get past the awkwardness and discuss estate planning with your family.
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Estate Planning for Gen Xers and Aging Parents For Financial Peace of Mind

Estate Planning for Gen Xers and Aging Parents: For Financial Peace of Mind

POSTED ON: April 16, 2024 BY: Troy Werner
Many Generation Xers are in a unique position, “sandwiched” between raising their children and caring for aging parents. A proactive estate plan can help alleviate financial burdens and smooth aging parents' path into retirement for both generations.
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The Surprising Ways Trusts Future-Proof Your Estate Plan, Providing Flexibility and Intention

The Surprising Ways Trusts Future-Proof Your Estate Plan, Providing Flexibility and Intention

POSTED ON: April 15, 2024 BY: Troy Werner
In a season of economic unease, inflation, and changing state laws, strategies like trusts, trust protectors, and a clear purpose statement in your estate plan ensure that your assets and values transfer according to your wishes.
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Why Estate Planning Matters for Baby Boomers’ Senior Living Accommodations

Why Estate Planning Matters for Baby Boomers’ Senior Living Accommodations

POSTED ON: April 12, 2024 BY: Troy Werner
Strategies like living trusts and irrevocable trusts help baby boomers protect wealth, support independence and senior residence preferences, and plan for Medicaid approval requirements.
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Whether you need help creating a living trust or navigating probate, our living trust law firm's compassionate team of estate planning lawyers and probate lawyers are here to help you and ready to answer your questions.

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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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