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Estate Planning Checklist to Keep You Focused

Estate Planning Checklist to Keep You Focused

POSTED ON: June 14, 2024 BY: Troy Werner
For people nearly or newly retired, who potentially still have decades ahead for their assets to compound and grow, estate taxes are a huge concern.
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Who Gets Access to Your Digital Assets Account When You Die?

Who Gets Access to Your Digital Assets Account When You Die?

POSTED ON: June 13, 2024 BY: Troy Werner
From engaging with people professionally and personally, to posting photos, storing files and accessing our bank account information, this all represents what’s known as our ‘digital legacy.’
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What Do You Do If Elderly Family Member Is Being Financially Abused?

What Do You Do If Elderly Family Member Is Being Financially Abused?

POSTED ON: June 12, 2024 BY: Troy Werner
Although many cases go unreported, the National Council on Aging suggests that the financial exploitation of the elderly may amount to a staggering $36.5 billion annually. That may just be the tip of the iceberg.
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Inheriting a House?Navigate Your Options and Responsibilities

Inheriting a House? Navigate Your Options and Responsibilities

POSTED ON: June 11, 2024 BY: Troy Werner
Inheriting a house? Learn the legal considerations and your options to ensure a smooth inheritance process.
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Special Needs Planning: Is an ABLE Account or Special Needs Trust Right for You?

Special Needs Planning: Is an ABLE Account or Special Needs Trust Right for You?

POSTED ON: June 10, 2024 BY: Troy Werner
Special needs planning can make a world of difference for disabled loved ones. Leverage ABLE accounts and Special Needs Trusts to care for them, even when you're gone.
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Elvis Presley's Estate Planning Mistakes: Lessons for Us All

Elvis Presley's Estate Planning Mistakes: Lessons for Us All

POSTED ON: June 7, 2024 BY: Troy Werner
Learn from Elvis Presley’s estate planning mistakes and see how a comprehensive plan can help protect your family's legacy and minimize future conflicts.
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Spend Your Golden Years in a Coveted State: Estate Planning Retirement Strategies

Spend Your Golden Years in a Coveted State: Estate Planning Retirement Strategies

POSTED ON: June 6, 2024 BY: Troy Werner
Are you eyeing Florida's sandy beaches, Colorado's stunning landscapes, or Virginia's historical charm for your golden years? This article discusses why estate planning is essential for your golden years and strategies that help secure your retirement.
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What’s the Best Way to Pass the Family Home to Heirs?

What’s the Best Way to Pass the Family Home to Heirs?

POSTED ON: June 5, 2024 BY: Troy Werner
There are many ways to hand down a house—from gifts to outright sales, irrevocable and revocable trusts to wills—each with different benefits and drawbacks.
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Why Unmarried Couples Need Protection of an Estate Plan

Why Unmarried Couples Need Protection of an Estate Plan

POSTED ON: June 4, 2024 BY: Troy Werner
Forgoing the legal entanglement of marriage can lead to troubling outcomes should one member of the couple face incapacity or an untimely death.
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Update Beneficiaries to Protect Assets after Gray Divorce

Update Beneficiaries to Protect Assets after Gray Divorce

POSTED ON: June 3, 2024 BY: Troy Werner
Explore critical steps for updating beneficiaries after a mid to late-life divorce to protect assets and secure loved ones' futures.
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