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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.

Estate Planning When You’re Single

Estate Planning When You’re Single

POSTED ON: October 24, 2024 BY: Troy Werner
More Americans are entering their later years without people they can automatically turn to for assistance with their health and finances. Here’s how to start.
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How Do I Leave an Inheritance to My Child but Not Their Spouse?

How Do I Leave an Inheritance to My Child but Not Their Spouse?

POSTED ON: October 23, 2024 BY: Troy Werner
Safeguard your married child’s inheritance with trusts, prenuptial agreements and postnuptial agreements.
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Do I Need a Will?

Do I Need a Will?

POSTED ON: October 22, 2024 BY: Troy Werner
According to a 2024 survey, only 32% of us die with a will. That’s down 6% from 2023 and doesn’t consider trusts or other estate planning documents.
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How Does Estate Planning Protect Couples with Big Age Gaps?

How Does Estate Planning Protect Couples with Big Age Gaps?

POSTED ON: October 21, 2024 BY: Troy Werner
Relationships with significant age gaps come with unique rewards and challenges, especially for couples discussing how to manage their estate later in life.
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Select Why Does Young Family Need an Estate Plan? Why Does Young Family Need an Estate Plan?

Why Does A Young Family Need an Estate Plan?

POSTED ON: October 18, 2024 BY: Troy Werner
Since a will can be customized to fit the exact needs and desires of a family, there’s no need to leave the future financial stability and personal wellbeing of young children up to the state.
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Select National Estate Planning Awareness Week National Estate Planning Awareness Week

National Estate Planning Awareness Week

POSTED ON: October 17, 2024 BY: Troy Werner
National Estate Planning Awareness Week is a reminder to take control of your future by creating an estate plan that protects your family and assets.
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What's the Difference Between an Heir and a Beneficiary?

What's the Difference Between an Heir and a Beneficiary?

POSTED ON: October 16, 2024 BY: Troy Werner
Learn the crucial differences between heirs and beneficiaries to ensure that your estate is passed down according to your wishes.
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Estate Planning Success Supported by Speaking with Heirs

Estate Planning Success Supported by Speaking with Heirs

POSTED ON: October 15, 2024 BY: Troy Werner
Because we are reluctant to discuss wills, many families only learn what their loved ones want to happen with their property after funeral services, and grief has made everyone fragile. A recent article from Success, “Will Power: Why Transparency in Estate Planning Matters,” explains how family members can share their wishes with loved ones during difficult times. People not used to dealing with large sums of money may not have plans for tax-efficient wealth transfer. This includes parents who have devoted their lives to saving for retirement and need a plan both to use their accumulated wealth and pass it…
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Changes to Estate Plans After the Death of a Spouse

Changes to Estate Plans After the Death of a Spouse

POSTED ON: October 14, 2024 BY: Troy Werner
The death of a spouse leaves a long list of things to do, all while you’re grieving. It can be tough to know exactly what to tackle first.
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How Divorce, Death and Timing Impacted the Results of Shannen Doherty’s Estate Plan

How Divorce, Death and Timing Impacted the Results of Shannen Doherty’s Estate Plan

POSTED ON: October 11, 2024 BY: Troy Werner
Timing is everything, which is certainly the case regarding Doherty’s estate.
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