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Role of Estate Planning for the Great Wealth Transfer

Role of Estate Planning for the Great Wealth Transfer

POSTED ON: August 29, 2024 BY: Troy Werner
The Great Wealth Transfer” is a significant event affecting millions of families. Proper estate planning is crucial to navigate this transition smoothly and to preserve your legacy.
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How to Order a Death Certificate after the Passing of a Loved One

How to Order a Death Certificate after the Passing of a Loved One

POSTED ON: August 28, 2024 BY: Troy Werner
Obtaining a death certificate is crucial after the death of a loved one. It’s a necessary step toward settling their affairs and handling the probate process.
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Is It a Good Idea to Convert IRA to a Roth?

Is It a Good Idea to Convert an IRA to a Roth?

POSTED ON: August 27, 2024 BY: Troy Werner
Retirement savers can reap benefits in the conversion if they are able to pay a tax now.
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Can You Prepare for the Unexpected in Life?

Can You Prepare for the Unexpected in Life?

POSTED ON: August 26, 2024 BY: Troy Werner
Remember, even ‘Superman’ Christopher Reeve didn't think he would fall off a horse, and it changed his life forever. Always be prepared.
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Estate Planning for Digital Wealth

Estate Planning for Digital Wealth

POSTED ON: August 23, 2024 BY: Troy Werner
Implementing these legal strategies can ensure that your digital assets remain secure and preserve those gains for future generations.
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Select What a First-Time Executor Needs to Know What a First-Time Executor Needs to Know

What a First-Time Executor Needs to Know

POSTED ON: August 22, 2024 BY: Troy Werner
After relatives die, there is a tedious, messy process of managing what they leave behind. Relationships can suffer in the aftermath.
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Is Estate Planning Just for Wealthy People?

Is Estate Planning Just for Wealthy People?

POSTED ON: August 21, 2024 BY: Troy Werner
Proper estate planning will organize your financial affairs, so your heirs will not be left with a complicated mess after you are gone.
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Back to School Planning to Protect Your Kids

Back to School Planning to Protect Your Kids

POSTED ON: August 20, 2024 BY: Troy Werner
Ensure that your children's futures are secure by starting a comprehensive estate plan during back-to-school time. Schedule a consultation today.
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Single and Over 50? Estate Planning Is a Must

Single and Over 50? Estate Planning Is a Must

POSTED ON: August 19, 2024 BY: Troy Werner
The population of single adults without children aged 50 and over is growing. Estate planning for single people can protect your future quality of life and carry on your wishes when you’re gone.
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Can You Get Around Probate?

Can You Get Around Probate?

POSTED ON: August 16, 2024 BY: Troy Werner
If I knew then what I know now about probate, I’d have done more to avoid the process altogether with my mother’s estate.
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