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Do You Need a ‘Will Contract?’

Do You Need a ‘Will Contract?’

POSTED ON: March 28, 2024 BY: Troy Werner
The will contract should address what will happen if there is a future dispute over gifts, interpretation of the agreement, changes proposed to an estate planning document and other possible issues.
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How Does a Revocable Trust Work?

How Does a Revocable Trust Work?

POSTED ON: March 27, 2024 BY: Troy Werner
The terms ‘revocable trust’ and ‘living trust’ are commonly heard in an estate-planning context. You may hear people say, ‘My house is in trust for my children,’ or something along those lines.
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What Women Preparing for Retirement Need to Know

What Women Preparing for Retirement Need to Know

POSTED ON: March 26, 2024 BY: Troy Werner
Women live longer than men and generally make less money. This affects how they should prepare for retirement.
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Maximizing Your Legacy: 2024 Estate Planning Opportunities

Maximizing Your Legacy: 2024 Estate Planning Opportunities

POSTED ON: March 25, 2024 BY: Troy Werner
Use tax season to review income and expenses from 2023 and set new financial goals for 2024 to maximize opportunities.
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How Should a Single Person Create an Estate Plan?

How Should a Single Person Create an Estate Plan?

POSTED ON: March 22, 2024 BY: Troy Werner
Estate planning for singles: make a will, draft a durable power-of-attorney, name an attorney-in-fact, and a health care proxy.
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Navigating Life's Uncertainties: The Importance of Conservatorships, Inspired by Brian Wilson's Story

Navigating Life's Uncertainties: The Importance of Conservatorships, Inspired by Brian Wilson's Story

POSTED ON: March 21, 2024 BY: Troy Werner
The story of musician and co-founder of the Beach Boys, Brian Wilson, and the need for his family to file for conservatorship is a reminder of the importance of early estate planning.
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Crummey Trusts: A Strategic Approach to Gifting for Your Children's Future

Crummey Trusts: A Strategic Approach to Gifting for Your Children's Future

POSTED ON: March 20, 2024 BY: Troy Werner
Learn how to qualify for the annual gift tax exclusion by maximizing the benefits of a Crummey trust. Understand withdrawal power and more.
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Navigating the Estate Tax: What Every Family Should Know

Navigating the Estate Tax: What Every Family Should Know

POSTED ON: March 19, 2024 BY: Troy Werner
By staying informed about the federal estate tax exemption thresholds and employing strategic planning techniques, you can ensure your estate is passed on to your heirs as efficiently as possible.
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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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