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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 28, 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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How Should a Single Person Create an Estate Plan?

POSTED ON: March 27, 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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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 26, 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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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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When Should Gift Tax Return Be Filed?

When Should Gift Tax Return Be Filed?

POSTED ON: March 22, 2024 BY: Troy Werner
There are many people who know estate planning quite well but draw blanks when issues about gift tax returns are raised.
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Understanding Marital Trusts in Your Estate Plan

Understanding Marital Trusts in Your Estate Plan

POSTED ON: March 21, 2024 BY: Troy Werner
A marital trust is a complex estate planning tool that should be crafted carefully. Because of its tax benefits, you should work closely with an experienced estate planning attorney to establish the marital trust properly.
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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 20, 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 19, 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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Update Your Estate Plan: Navigating Life's Changes

Update Your Estate Plan: Navigating Life's Changes

POSTED ON: March 18, 2024 BY: Troy Werner
Discover why updating your estate plan is crucial for securing your legacy. Don't wait for a life event to make necessary changes.
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How to Choose an Estate Planning Attorney Essential Tips and Questions to Ask

How to Choose an Estate Planning Attorney: Essential Tips and Questions to Ask

POSTED ON: March 16, 2024 BY: Troy Werner
Estate planning is critical to ensuring your legacy and wishes are respected. Choosing the right estate planning attorney is essential to this process. This article provides tips for selecting an attorney to serve your needs best and guide you through crafting a comprehensive estate plan.
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