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What’s the Primary Purpose of a Living Trust?

What’s the Primary Purpose of a Living Trust?

POSTED ON: September 26, 2024 BY: Troy Werner
Having the ability to pass on an inheritance to your loved ones is a beautiful thing. It's a chance to gift those you care about and add value to their life even after you're no longer here.
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How to Choose an Executor for Your Estate

How to Choose an Executor for Your Estate

POSTED ON: September 25, 2024 BY: Troy Werner
Choosing the right executor ensures that your estate is managed effectively, minimizing conflicts and providing peace of mind for your loved ones.
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Preparing Your Adult Children to Receive Their Inheritance

Preparing Your Adult Children to Receive Their Inheritance

POSTED ON: September 24, 2024 BY: Troy Werner
Discussing inheritance early avoids surprises and prepares your children to manage the wealth and responsibilities they’ll inherit.
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You Need a Will Sooner and Not Later

You Need a Will Sooner and Not Later

POSTED ON: September 23, 2024 BY: Troy Werner
Humans love to plan, looking ahead to everything from vacations, work commitments and dinner reservations to family gatherings, weekends with friends and dates with significant others.
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Estate-Planning-can-Include-Pets-as-Well-as-‘Regular-People

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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