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Preserving the Family Farm Starts With Better 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 […]
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Don't Retire Without These Six Experts on Your Team

Don't Retire Without These Six Experts on Your Team

POSTED ON: April 18, 2025 BY: Troy Werner
Choosing when and how to retire is one of life’s biggest milestones—and not something you should navigate alone. Having the right professionals by your side can make a world of difference in creating a secure, well-rounded plan for your future. A recent Kiplinger article, “The Six People You Need to Talk to Before Retiring—and the […]
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How Estate Planning Helps Protect Your Assets—Especially in Your Later Years

How Estate Planning Helps Protect Your Assets—Especially in Your Later Years

POSTED ON: April 17, 2025 BY: Troy Werner
It’s a heartbreaking reality: older adults are often targeted by scammers who exploit their trust, isolation, and lifetime of hard-earned assets. Without proper safeguards in place, even the most financially savvy individuals can become victims of fraud. One family’s story, shared in a recent MarketWatch article, illustrates just how devastating the consequences can be. Their […]
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Estate and Retirement Planning Without Children Why It Still Matters

Estate and Retirement Planning Without Children: Why It Still Matters

POSTED ON: April 15, 2025 BY: Troy Werner
If you’re entering your later years without children, you’re not alone. In fact, nearly one in four adults in their 50s and 60s never had kids. And while many people assume estate and retirement planning are primarily for those with children, the truth is, these plans are just as—if not more—important for individuals without direct […]
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Inheriting a Home: Legal and Financial Steps You Need to Take

Inheriting a Home: Legal and Financial Steps You Need to Take

POSTED ON: April 11, 2025 BY: April
When a loved one passes away, the family home often becomes more than just a place—it turns into a complex responsibility. Whether you intend to keep, sell, or rent the property, there are several legal, financial, and emotional decisions to make. Understanding your obligations and options can help you navigate this process with clarity and […]
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How Estate Planning Can Enhance Your Retirement and Protect Your Future

How Estate Planning Can Enhance Your Retirement and Protect Your Future

POSTED ON: April 10, 2025 BY: April
Estate planning is about more than just deciding who inherits your belongings. It’s a comprehensive strategy to manage taxes, safeguard your assets during your lifetime, and make the process of transferring wealth easier for your loved ones. As highlighted in a recent Kiplinger article, “Here’s How Estate Planning Can Make Your Retirement Easier”, proper planning […]
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Planning with Purpose Securing the Future for Loved Ones with Developmental Disabilities

Planning with Purpose: Securing the Future for Loved Ones with Developmental Disabilities

POSTED ON: April 8, 2025 BY: April
Caring for a loved one with developmental disabilities goes far beyond meeting daily needs. It’s about creating a lasting support system—financial, legal, and emotional—that ensures they can live a life of dignity, independence, and stability even after caregivers are no longer around. As we recognize Developmental Disabilities Awareness Month this March, it’s the perfect time […]
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From One Generation to the Next How Estate Planning Protects Family Wealth

From One Generation to the Next: How Estate Planning Protects Family Wealth

POSTED ON: April 4, 2025 BY: April
Creating wealth is an achievement, but preserving it for future generations is a legacy. Unfortunately, many families don’t plan effectively for the long term, which can result in unnecessary taxes, lost assets, and even legal disputes. Estate planning is the key to making sure that the wealth you’ve worked hard to build is protected, managed […]
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Planning for Your Pet’s Future What Happens If They Outlive You

Planning for Your Pet’s Future: What Happens If They Outlive You?

POSTED ON: April 2, 2025 BY: April
Leaving millions to a pet might seem excessive, but for pet owners who consider their pets part of the family, ensuring their care after they pass away is a responsible and loving decision. A recent article from MSN, “Things That Happen When a Pet Outlives Its Owner,” explores the potential outcomes for pets left without […]
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The Best Way to Create a Digital Estate Plan

The Best Way to Create a Digital Estate Plan

POSTED ON: March 31, 2025 BY: April
In today's world, your assets are no longer limited to physical property and financial accounts. With social media, photos, eBooks, and everything in between stored on digital devices, your digital estate must be considered when planning your legacy. According to a recent article from The New York Times, "How to Prepare for Your Digital Afterlife," […]
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