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Discussing Estate Planning in the Holiday Season

Discussing Estate Planning in the Holiday Season

POSTED ON: December 26, 2024 BY: Troy Werner
Estate planning can be a tricky topic to bring up with loved ones, especially when distance is part of the equation.
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Is Your Estate Plan Ready for 2025?

Is Your Estate Plan Ready for 2025?

POSTED ON: December 25, 2024 BY: Troy Werner
While retirement policy is always in flux, the outlook shaping up for 2025 is particularly dynamic.
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How to Help Heirs Prepare for an Inheritance

How to Help Heirs Prepare for an Inheritance

POSTED ON: December 24, 2024 BY: Troy Werner
Inheritances can certainly be life-altering events. However, they can cause challenge. Therefore, it is important to have your heirs prepared.
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Three Key Steps for Estate Planning When You Don’t Have Children

Three Key Steps for Estate Planning When You Don’t Have Children

POSTED ON: December 23, 2024 BY: Troy Werner
It gets a lot more complicated if you can’t count on a child to be a caregiver, or to make major decisions.
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How to Include Digital Life in Your Estate Plan

How to Include Digital Life in Your Estate Plan

POSTED ON: December 20, 2024 BY: Troy Werner
The shift to a digital world has made life easier in many ways, allowing people to eschew physical photo albums, file cabinets, taking checks to the bank and waiting for the mail carrier.
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Millennials and Gen Z Need Estate Plans Now

Millennials and Gen Z Need Estate Plans Now

POSTED ON: December 19, 2024 BY: Troy Werner
Though ‘estate planning’ may bring to mind visions of rich families squabbling over the ancestral silver, it isn't just for the wealthy or older people, financial planners say.
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Estate Planning for Art Collectors Protecting Valuable Collections

Estate Planning for Art Collectors: Protecting Valuable Collections

POSTED ON: December 18, 2024 BY: Troy Werner
Protecting an art collection with estate planning ensures that its value and legacy are preserved for future generations.
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How to Avoid Estate Planning Mistakes in 2025

How to Avoid Estate Planning Mistakes in 2025

POSTED ON: December 17, 2024 BY: Troy Werner
If these things get overlooked, you risk leaving your loved ones with extra challenges during what’s already a tough time.
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Make Life Easier for Heirs Get Your Estate Organized

Make Life Easier for Heirs: Get Your Estate Organized

POSTED ON: December 16, 2024 BY: Troy Werner
It’s easy to put off doing many of these things. However, get them done, and your heirs will be thankful you did.
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Can Unmarried Couples Plan for Aging Together

Can Unmarried Couples Plan for Aging Together?

POSTED ON: December 13, 2024 BY: Troy Werner
Eventually, most older couples will face health crises and the need for caregiving. If they haven’t vowed their mutual marital commitment ‘til death us do part,’ their roles and responsibilities can be murky.
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