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How to Discuss Estate Planning with Your Aging Parents

How to Discuss Estate Planning with Your Aging Parents

POSTED ON: July 18, 2024 BY: Troy Werner
Discussing estate planning with your aging parents is vital to protect their wishes. It can be a hard conversation to start. However, it’s still necessary.
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What If You Don’t Have Anyone to Be Your Executor?

What If You Don’t Have Anyone to Be Your Executor?

POSTED ON: July 17, 2024 BY: Troy Werner
There are options for people who don’t have family—or don’t want their family—to handle their affairs.
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Planning for Retirement with a Special Needs Child

Planning for Retirement with a Special Needs Child

POSTED ON: July 16, 2024 BY: Troy Werner
Planning for retirement when you have a child with special needs is difficult. However, you can overcome this challenge with thorough, strategic estate planning.
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Don't Wait for Surgery or Health Crisis to Create an Estate Plan

Don't Wait for Surgery or Health Crisis to Create an Estate Plan

POSTED ON: July 15, 2024 BY: Troy Werner
Create an estate plan before a health crisis to ensure that your wishes are respected and reduce stress for your loved ones.
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Who Takes Care of My Pet When I Die?

Who Takes Care of My Pet When I Die?

POSTED ON: July 12, 2024 BY: Troy Werner
Learn more about the personal-finance aspects of pet insurance and pet estate planning.
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Don’t Leave for Summer Vacation without Proper Planning

Don’t Leave for Summer Vacation without Proper Planning

POSTED ON: July 11, 2024 BY: Troy Werner
Having proper documents in place before your summer break, you can enjoy your vacation with the confidence that your affairs are in order, allowing you to relax and recharge fully.
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Handling an Inheritance from Someone Outside of U.S.?

Handling an Inheritance from Someone Outside of the U.S.?

POSTED ON: July 10, 2024 BY: Troy Werner
In today’s global economy, it is increasingly common for Americans, whether living abroad or stateside, to receive an inheritance from a non-U.S. person.
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Smart Estate Planning In 13 Steps

Smart Estate Planning In 13 Steps

POSTED ON: July 9, 2024 BY: Troy Werner
Consider these 13 estate-planning moves, which may be as simple as designating a different IRA beneficiary or as complex as setting up a trust.
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Avoiding Tax Issues When Gifting to Grandchildren

Avoiding Tax Issues When Gifting to Grandchildren

POSTED ON: July 8, 2024 BY: Troy Werner
Learn how to avoid tax troubles when gifting to grandchildren and secure their future with effective estate planning strategies, such as a 529 account or trust.
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How Long Does It Take to Distribute Assets and Close an Estate?

How Long Does It Take to Distribute Assets and Close an Estate?

POSTED ON: July 5, 2024 BY: Troy Werner
Understanding estate administration makes it easier to honor the wishes of your deceased loved one.
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