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Four Reasons Why You Need an Estate Plan Even If You Aren't Wealthy

Four Reasons Why You Need an Estate Plan Even If You Aren't Wealthy

POSTED ON: March 18, 2024 BY: Troy Werner
Estate planning might sound like something for wealthy people with huge beach houses and billions in the bank. However, the truth is that estate planning is something we all need to think about to protect ourselves and loved ones.
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Estate Planning for Young Adults: Navigating Your Future with Confidence

Estate Planning for Young Adults: Navigating Your Future with Confidence

POSTED ON: March 15, 2024 BY: Troy Werner
Estate planning isn't just for the elderly or the wealthy. Find out why young adults must start their estate planning early and what documents they should include.
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Understanding Marital Trusts in Your Estate Plan

Understanding Marital Trusts in Your Estate Plan

POSTED ON: March 14, 2024 BY: Troy Werner
A marital trust is a complex estate planning tool that should be crafted carefully. Because of its tax benefits, you should work closely with an experienced estate planning attorney to establish the marital trust properly.
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Update Your Estate Plan Navigating Life's Changes

Update Your Estate Plan: Navigating Life's Changes

POSTED ON: March 13, 2024 BY: Troy Werner
Discover why updating your estate plan is crucial for securing your legacy. Don't wait for a life event to make necessary changes.
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How to Choose an Estate Planning Attorney: Essential Tips and Questions to Ask

How to Choose an Estate Planning Attorney: Essential Tips and Questions to Ask

POSTED ON: March 12, 2024 BY: Troy Werner
Estate planning is critical to ensuring your legacy and wishes are respected. Choosing the right estate planning attorney is essential to this process. This article provides tips for selecting an attorney to serve your needs best and guide you through crafting a comprehensive estate plan.
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A Will Alone Is Not Enough to Avoid Probate: Beyond Basic Estate Planning

A Will Alone Is Not Enough to Avoid Probate: Beyond Basic Estate Planning

POSTED ON: March 11, 2024 BY: Troy Werner
Learn the critical reasons why a will alone is insufficient for a comprehensive estate plan, and why incorporating trusts, beneficiary designations and incapacity planning is essential to ensure a seamless and protected transfer of your assets to your loved ones.
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What is the Most Important Document in an Estate Plan?

What is the Most Important Document in an Estate Plan?

POSTED ON: March 8, 2024 BY: Troy Werner
The most important part of your estate plan isn’t about taxes, investments, gifts, or other financial issues.
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Can I Decline an Inherited IRA?

Can I Decline an Inherited IRA?

POSTED ON: March 7, 2024 BY: Troy Werner
If the strategy is executed properly, an individual can disclaim interest in an inherited IRA and avoid any of the gift and income tax consequences associated with receiving the property.
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Do You Need an Estate Plan?

Do You Need an Estate Plan?

POSTED ON: March 6, 2024 BY: Troy Werner
Estate planning is a vital aspect of financial planning that is essential to ensure that one’s assets are protected, loved ones taken care of and the decedent’s wishes are followed.
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How Does an Estate Plan Address Young Beneficiaries?

How Does an Estate Plan Address Young Beneficiaries?

POSTED ON: March 5, 2024 BY: Troy Werner
Minor children and young adult beneficiaries in particular need more specialized provisions to protect both the assets and the beneficiaries.
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