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How to Protect Wealth over Generations

How to Protect Wealth over Generations

POSTED ON: August 1, 2024 BY: Troy Werner
HBO's The Gilded Age dramatizes the privileged lives of some of America's wealthiest families in late 19th century New York City.
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Estate Planning for Digital Assets

Estate Planning for Digital Assets

POSTED ON: July 31, 2024 BY: Troy Werner
Digital assets are now a major cause of problems in settling and distributing estates. You must carefully consider and incorporate your digital life into the estate plan.
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Naming Guardians for Minor Children Is a Priority for Parents

Naming Guardians for Minor Children Is a Priority for Parents

POSTED ON: July 30, 2024 BY: Troy Werner
Choosing the right guardians for minor children is a key estate planning decision. Discuss guardianship with an estate planning attorney to ensure that someone raises your children as you wish.
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What Is a Land Trust?

What Is a Land Trust?

POSTED ON: July 29, 2024 BY: Troy Werner
Land trusts are key tools to protect your privacy and control your property. Learn how you can leverage a land trust in your own estate planning.
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How to Prepare for Cognitive Changes in Your Life

How to Prepare for Cognitive Changes in Your Life

POSTED ON: July 26, 2024 BY: Troy Werner
Plan for the possibility of cognitive decline and the future of your household's financial affairs.
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Can Estate Planning Reduce Inheritance Taxes?

Can Estate Planning Reduce Inheritance Taxes?

POSTED ON: July 25, 2024 BY: Troy Werner
Contrary to common belief, estate planning benefits aren’t exclusive to the ultra-wealthy. The mid-affluent—individuals and married couples poised for significant asset growth—should also consider their future tax exposure.
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Top Myths of Estate Planning

Top Myths of Estate Planning

POSTED ON: July 24, 2024 BY: Troy Werner
Having a plan in place ensures that your finances and health care are handled by someone you trust.
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What’s the Best Way to Simplify an Estate?

What’s the Best Way to Simplify an Estate?

POSTED ON: July 23, 2024 BY: Troy Werner
Have a clear road map for your estate so your heirs don't drown in paperwork and probate after your death.
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Estate Planning for Non-Married Couples: Securing the Estate of Cohabitating Couples

Estate Planning for Non-Married Couples: Securing the Estate of Cohabitating Couples

POSTED ON: July 22, 2024 BY: Troy Werner
Politicians often don’t write the law with unmarried couples in mind. Cohabitating couples need a will and cohabitation agreement to protect each other if the worst happens.
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Should You Tell Beneficiaries Their Inheritance?

Should You Tell Beneficiaries Their Inheritance?

POSTED ON: July 19, 2024 BY: Troy Werner
This article discusses some of the advantages and strategic considerations of sharing estate planning details with the next generation, while recognizing that transparency is not a fix-all solution and may, in some cases, cause or exacerbate existing disagreements.
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