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5 Foundational Steps to Building a Strong Estate Plan

POSTED ON: May 12, 2025 BY: April

Those who live or work in fast-paced, high-tech environments often stay focused on innovation and forward thinking. But planning for the future should go beyond your career and investments—it should include a thoughtful estate plan to ensure your assets are distributed according to your wishes, not state law. A recent article from Puget Sound Business […]

Estate Planning

The Best Way to Get Estate Planning Started: 4 Smart Moves to Prepare for 2025 and Beyond

POSTED ON: May 9, 2025 BY: Troy Werner

If you’ve been putting off estate planning, now is the time to act—especially with the looming expiration of key tax provisions. The Tax Cuts and Jobs Act is set to expire on December 31, 2025, which could significantly reduce the current estate and gift tax exemption. Without preparation, families who never worried about estate taxes […]

Estate Planning

Estate Planning for Single Dads: Protecting Your Children’s Future

POSTED ON: May 7, 2025 BY: Troy Werner

Estate planning is important for all parents, but for single fathers, it can be absolutely vital. Without a co-parent to rely on, single dads must take extra steps to ensure their children are protected—legally, financially, and emotionally—if something unexpected happens. A well-structured estate plan can secure your legacy, name trusted guardians, and provide a financial […]

Estate Planning | Probate

How Gene Hackman and Betsy Arakawa Used Trusts to Keep Their Estate Plans Private

POSTED ON: May 5, 2025 BY: Troy Werner

When legendary actor Gene Hackman and his wife, Betsy Arakawa, passed away, the details of their estate plans remained largely private—thanks to their careful use of trusts. While their wills were filed in Santa Fe probate court, most of their assets were shielded from public scrutiny, showcasing one of the most important benefits of having […]

Estate Planning | Probate

Too Young for a Will? Why Every Adult Needs an Estate Plan—Even in Their 20s

POSTED ON: May 1, 2025 BY: Troy Werner

Being young and healthy may feel like a shield against life’s unexpected turns—but unfortunately, it’s not. Whether you’re just starting out in your career or raising young children, having an estate plan in place is an essential act of responsibility. A recent Barron’s article, “You’re Young and Barely Making Ends Meet. Why You May Need […]

Probate

Estate Planning Changes Coming in 2025: What You Need to Know

POSTED ON: April 29, 2025 BY: Troy Werner

Estate planning is always evolving, and 2025 is no exception. Changes to federal estate tax laws, retirement account rules, and even the management of digital assets mean that a current estate plan could quickly become outdated. While a recent Dermatology Times article focused on doctors, the information applies to everyone planning for their future. At […]

Estate Planning

How to Pass On Your Home the Right Way A Guide to Estate Planning Options

POSTED ON: April 28, 2025 BY: Troy Werner

For many families, a home is more than just a place to live—it’s a major asset and a symbol of legacy. Naturally, one of the biggest estate planning questions we hear is: What’s the best way to pass my house on to my loved ones? While it may seem as simple as naming someone in […]

Estate Planning | Probate

Is a Revocable Trust Right for You? Understanding the Benefits and When to Consider One

POSTED ON: April 25, 2025 BY: Troy Werner

Many people believe that trusts are only for the wealthy—but that’s a misconception. A revocable living trust can be an essential part of an estate plan for anyone seeking privacy, flexibility, and control over how their assets are managed and distributed. As highlighted in a recent Columbus Monthly article, “Planning Ahead: When to Consider a […]

Estate Planning | Probate

Preserving the Creative Legacy: Estate Planning for Artists and Creators

POSTED ON: April 23, 2025 BY: Troy Werner

From digital designers and photographers to painters and musicians, artists of all kinds leave behind more than just physical work—they leave a legacy of intellectual property and creative vision. Yet, many creators overlook the need for comprehensive estate planning, putting their art, rights, and legacy at risk. A creator’s estate often includes more than just […]

Estate Planning

Preserving the Family Farm Starts With Better Estate Planning

POSTED ON: April 22, 2025 BY: Troy Werner

Passing down a family farm through generations takes more than tradition and goodwill—it requires careful, strategic estate planning. Without a solid plan, even the best intentions can unravel, leading to family conflict, court battles, and the loss of a valuable legacy. One recent case highlights how things can go wrong when the estate plan doesn’t […]

Estate Planning

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