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Estate Planning Can Include Pets as Well as ‘Regular’ People

POSTED ON: September 20, 2024 BY: Troy Werner
Pet owners bring their animals on vacation, buy them fancy food and pay more for their healthcare. Including them in estate planning is a logical next step, estate lawyers and pet owners say.
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How Does Probate Work?

How Does Probate Work?

POSTED ON: September 19, 2024 BY: Troy Werner
A new report, titled The State of Probate in America, finds many Americans badly misinformed about basic facts of probate.
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Estate Planning Answers for High-Income Families and Singles

Estate Planning Answers for High-Income Families and Singles

POSTED ON: September 18, 2024 BY: Troy Werner
Here are some common solutions for planning related to estate, gift, and generation-skipping transfer tax, major liquidity events, state income taxation, and estate planning for single individuals.
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How Does a Spousal Lifetime Access Trust Work?

How Does a Spousal Lifetime Access Trust Work?

POSTED ON: September 17, 2024 BY: Troy Werner
Trusts can help mitigate estate taxes and help beneficiaries avoid probate court after you pass away, all while ensuring your assets are managed according to your wishes.
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Sharing Family Values in Your Estate Plan

Sharing Family Values in Your Estate Plan

POSTED ON: September 16, 2024 BY: Troy Werner
Preserve your family values through estate planning. Learn how trusts and open conversations can ensure your legacy reflects your life's principles.
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Do You Need a Will and an Estate Plan?

Do You Need a Will and an Estate Plan?

POSTED ON: September 13, 2024 BY: Troy Werner
We all know death is inevitable, but planning for it can feel uncomfortable. Regardless of your age, one crucial step often overlooked is creating a will.
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Is It Common for Siblings to Fight Over Inheritance?

Is It Common for Siblings to Fight Over Inheritance?

POSTED ON: September 12, 2024 BY: Troy Werner
When there's bad blood over an inheritance, you can challenge the trustee—but try talking first.
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Select What are the Essentials of Estate Planning? What are the Essentials of Estate Planning?

What are the Essentials of Estate Planning?

POSTED ON: September 11, 2024 BY: Troy Werner
Estate planning is a broad term that can look different for everyone. You should become familiar with two basic documents: a will and a trust.
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What's the Difference between Primary and Contingent Beneficiary?

What's the Difference between Primary and Contingent Beneficiary?

POSTED ON: September 10, 2024 BY: Troy Werner
Contingent beneficiaries provide a safety net, if the primary beneficiary cannot receive the assets from an estate or proceeds from a life insurance policy or retirement account.
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Select Black and Hispanic Individuals Less Likely to Have an Estate Plan or Receive Inheritance Black and Hispanic Individuals Less Likely to Have an Estate Plan or Receive Inheritance

Black and Hispanic Individuals Less Likely to Have an Estate Plan or Receive Inheritance

POSTED ON: September 9, 2024 BY: Troy Werner
Inadequate access to estate planning frequently prevents Black and Hispanic families from passing down wealth, which perpetuates the racial wealth gap.
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