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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 Should I Do to Get My Affairs in Order?

What Should I Do to Get My Affairs in Order?

POSTED ON: January 31, 2024 BY: Troy Werner
Making a plan in case you become incapacitated and preparing for your eventual death can help you to protect your assets and preserve your legacy.
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What Is the Biggest Mistake People Make on Their Wills

What Is the Biggest Mistake People Make on Their Wills?

POSTED ON: January 30, 2024 BY: Troy Werner
Have you managed to avoid the eight most common estate planning mistakes? Your family will thank you.
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How Do You Stop Family Fights over Inheritance?

How Do You Stop Family Fights over Inheritance?

POSTED ON: January 29, 2024 BY: Troy Werner
A highly successful estate-management strategy for avoiding inheritance disputes is to make a meticulously detailed and legally sound will.
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Don't Gamble with Your Future: Why Choosing the Right Estate Planning Attorney Matters

Don't Gamble with Your Future: Why Choosing the Right Estate Planning Attorney Matters

POSTED ON: January 26, 2024 BY: Troy Werner
Estate planning: two words that encapsulate the entirety of your life’s work and the legacy you wish to leave behind. It is a profound yet often misunderstood aspect of personal finance and legal preparedness. As an experienced estate planning attorney, I’ve seen firsthand the turmoil and heartache…
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5 Reasons a Will Is Your Secret Weapon (Even If You're Young and Healthy)

5 Reasons a Will Is Your Secret Weapon (Even If You're Young and Healthy)

POSTED ON: January 25, 2024 BY: Troy Werner
In the vibrant journey of life, especially when we’re young and healthy, planning for the unexpected is often relegated to the back burner. The concept of a will, typically associated with age or affluence, might seem like a distant need. Yet, it’s a powerful tool that transcends…
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Top 5 Estate Planning Nightmares You Can Avoid with a Will

Top 5 Estate Planning Nightmares You Can Avoid with a Will

POSTED ON: January 24, 2024 BY: Troy Werner
In the realm of estate planning, a common adage rings true: “Failing to plan is planning to fail.” As an experienced estate planning attorney, I’ve witnessed firsthand the turmoil and heartache that can ensue when individuals neglect the crucial step of…
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Designating Your Beneficiary

Designating Your Beneficiary

POSTED ON: January 23, 2024 BY: Troy Werner
Choosing a beneficiary is a critical decision in managing your financial and estate plans. This article delves into the nuances of beneficiary designations, offering insights into why making…
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Make a New Year's Resolution to Do Your Estate Planning in 2024

Make a New Year's Resolution to Do Your Estate Planning in 2024

POSTED ON: January 22, 2024 BY: Troy Werner
Creating or reviewing an estate plan is something that many people know they should do but often put off. It’s natural to say things like: “I’ll take care of it later,” or “I don’t have enough money to have an estate plan.” However, life and circumstances happen that may be out of your control. Every adult needs…
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Is Retirement Planning the Same as Estate Planning?

Is Retirement Planning the Same as Estate Planning?

POSTED ON: January 19, 2024 BY: Troy Werner
It’s best to create both together when possible so that they can complement each other. Here’s what you need to know.
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What’s the Best Way to Manage an Inheritance?

What’s the Best Way to Manage an Inheritance?

POSTED ON: January 18, 2024 BY: Troy Werner
Before you start spending your windfall, take some time to figure out your taxes, how you might invest and what your long-term plan looks like.
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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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