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Why You Should Regularly Update Your Will

Why You Should Regularly Update Your Will

POSTED ON: May 31, 2024 BY: Troy Werner
Don't wait for the unexpected or procrastinate when adjusting your will like the late singer, Whitney Houston. Regular updates to your estate plan can protect you and your loved ones from future complications.
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Unlocking the Potential of Small Estate Probate

Unlocking the Potential of Small Estate Probate

POSTED ON: May 30, 2024 BY: Troy Werner
This article explores small estate probate, what it is, why it’s beneficial and ways to qualify.
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How to Plan for Beneficiaries with Disabilities

How to Plan for Beneficiaries with Disabilities

POSTED ON: May 29, 2024 BY: Troy Werner
Planning for disabled beneficiaries is important, not only for those beneficiaries with known disabilities but also for those who may be disabled at the time of the decedent’s death.
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Maximizing Tax-Free Giving to Children: Estate Planning Strategies for Affluent Parents

Maximizing Tax-Free Giving to Children: Estate Planning Strategies for Affluent Parents

POSTED ON: May 28, 2024 BY: Troy Werner
Affluent estate owners are opting to support their children and grandchildren financially during their lifetimes. We explore three strategies that can maximize tax-free giving to consider in your estate planning.
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Will I Need to Pay Taxes on Inheritance?

Will I Need to Pay Taxes on Inheritance?

POSTED ON: May 27, 2024 BY: Troy Werner
Whether it’s the result of family drama or a failure to update a last will and testament, people sometimes find themselves left out of a loved one’s will.
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How Do I Create an End-of-Life Plan?

How Do I Create End-of-Life Plan?

POSTED ON: May 24, 2024 BY: Troy Werner
Research shows that fewer than one-third of U.S. residents have advanced-care directives or detailed medical instructions in case they can’t communicate their own wishes.
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How Younger Adults Take Charge of Estate Planning

How Younger Adults Take Charge of Estate Planning

POSTED ON: May 23, 2024 BY: Troy Werner
Conventional wisdom casts trusts, wills and estate plans as the exclusive domain of the ultra-rich. Supporting this notion, data reveals that two-thirds of Americans lack an estate plan, a figure that climbs higher to 80% among Gen-Zs.
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Pros and Cons of Probate in Estate Planning

Pros and Cons of Probate in Estate Planning

POSTED ON: May 22, 2024 BY: Troy Werner
The process averages six to nine months to complete. However, it may take up to two years or more for some complex estates, tying up the assets that your family may need immediately.
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Business Owners and Estate Planning: Special Concerns

Business Owners and Estate Planning: Special Concerns

POSTED ON: May 21, 2024 BY: Troy Werner
For most business owners, the business is the most valuable item on their balance sheet.
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Should You Include Psychiatric Advance Directives in Estate Plan as You Age?

Should You Include Psychiatric Advance Directives in Estate Plan as You Age?

POSTED ON: May 20, 2024 BY: Troy Werner
Comprehensive estate planning today includes elder law and other strategies that help protect your assets and interests if you experience cognitive decline or incapacity. Have you thought about protecting your mental health and care if you can't advocate for yourself? This article explores psychiatric advance directives (PADs), their purpose and how to establish one.
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