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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’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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Trust Protectors: Safeguarding the Future of Special Needs Trusts

Trust Protectors: Safeguarding the Future of Special Needs Trusts

POSTED ON: January 17, 2024 BY: Troy Werner
Serving as the trustee of a special needs trust (SNT) can be particularly challenging because it often requires long-term financial management of the trust, while maintaining a good relationship with the beneficiary. Furthermore, because trustees wield great financial power over the trust assets, oversight of their investment and distribution decisions is helpful…
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Estate Planning Tips for Blended Families to Protect New Goals and Loved Ones

Estate Planning Tips for Blended Families to Protect New Goals and Loved Ones

POSTED ON: January 16, 2024 BY: Troy Werner
Estate planning for blended families presents unique challenges. Unlike traditional family structures, reports Barrons recent article titled, “When Remarrying Creates a Blended Family: Advice From Financial Pros,” blended families often involve complex relationships and diverse financial backgrounds, making the process of estate and financial planning more intricate. This article has tips for blended families on identifying overall estate planning goals and concerns and identifying heirs to protect your new family and future.
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Can You Completely Avoid Probate?

Can You Completely Avoid Probate?

POSTED ON: January 15, 2024 BY: Troy Werner
Many people want to learn how to avoid probate so their heirs don’t have to cope with these legal proceedings during a stressful time of grief after a death.
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Why a Trust Works for Multi-State Property Owners

Why a Trust Works for Multi-State Property Owners

POSTED ON: January 12, 2024 BY: Troy Werner
Whatever the case may be, owning real property in more than one state can be a problem after your death if you don’t want your estate tied up in probate court.
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Different Types of Wills: Understanding the Right One for You

Different Types of Wills: Understanding the Right One for You

POSTED ON: January 11, 2024 BY: Troy Werner
Navigating the world of estate planning can be complex and overwhelming, particularly when it comes to understanding the different types of wills available. Each type of will serves a unique purpose and caters to different estate planning needs…
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End-of-Life Documents: What You Need to Know

End-of-Life Documents: What You Need to Know

POSTED ON: January 10, 2024 BY: Troy Werner
End-of-life planning is a crucial aspect of life that often goes unaddressed until it’s too late. In this comprehensive guide, we will discuss the essential end-of-life documents everyone must prepare, ensuring peace of mind and assuring that your wishes are honored…
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Why You Shouldn’t Leave Your Home to Your Children

Why You Shouldn’t Leave Your Home to Your Children

POSTED ON: January 9, 2024 BY: Troy Werner
The home represents a large portion of the estate of many Americans. You, therefore, may intend to leave your family home to your children, as it is an asset that should retain its value over time.
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Can I Prevent Children from Fighting over my Estate?

Can I Prevent Children from Fighting over my Estate?

POSTED ON: January 8, 2024 BY: Troy Werner
Parents typically do not want their surviving children to fight over their inheritances after the parents die. Careful planning may reduce the risk of foreseeable in-family conflicts.
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Estate Planning for The Younger Generations

Estate Planning for The Younger Generations

POSTED ON: January 5, 2024 BY: Troy Werner
Millennials and Gen Zers are taking their estate planning seriously. These tips can help make the process seem less daunting.
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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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