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Category: Estate Planning

Estate planning services refer to the process of managing and distributing one's assets and properties after their death, in a way that ensures the smooth transfer of wealth to the intended beneficiaries while minimizing taxes and other expenses. Estate planning services may include drafting legal documents such as wills, trusts, and powers of attorney, as well as providing guidance and advice on strategies for asset protection and wealth transfer. These services may be provided by lawyers, financial advisors, or other professionals with expertise in estate planning. Effective estate planning can help individuals achieve their long-term financial goals and provide peace of mind for themselves and their loved ones.

Estate Planning as a Shield: Protecting LGBTQ+ Families in Uncertain Times

Estate Planning as a Shield: Protecting LGBTQ+ Families in Uncertain Times

POSTED ON: May 23, 2025 BY: Troy Werner
The political landscape can shift quickly—and with it, the legal protections many families rely on. For LGBTQ+ individuals and families, the possibility of a second Trump administration brings heightened concerns about the future of civil rights, family recognition, and access to healthcare. Estate planning becomes more than a financial strategy in this context. It’s a […]
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Why Estate Planning Isn’t Just for the Wealthy—It’s for Your Family’s Future

Why Estate Planning Isn’t Just for the Wealthy—It’s for Your Family’s Future

POSTED ON: May 22, 2025 BY: Troy Werner
Think estate planning is only for the ultra-wealthy? Think again. One of the biggest misconceptions we hear is that you need to have millions in the bank to create an estate plan. In reality, estate planning is less about wealth and more about preparation, protection, and peace of mind—for yourself and the people you love. […]
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Estate Planning With Personality When a “Floozy Clause” Isn’t Just a Joke

Estate Planning With Personality: When a “Floozy Clause” Isn’t Just a Joke

POSTED ON: May 20, 2025 BY: Troy Werner
What do you get when a fashion mogul writes her will with flair? A “floozy clause,” apparently. Rebecca Minkoff, designer and entrepreneur behind a global fashion brand, recently opened up about a unique provision in her estate plan. If she dies or divorces, all her assets are to be placed into a trust for her […]
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How a Pet Trust Can Protect Your Furry Family Members

How a Pet Trust Can Protect Your Furry Family Members

POSTED ON: May 16, 2025 BY: Troy Werner
While most of us aren’t leaving our pets a $30 million inheritance like Oprah Winfrey reportedly did, the idea behind her decision is one any pet owner can relate to: ensuring your beloved animals are cared for if you’re no longer around. As explained in a recent Pets Radar article, “Oprah’s dogs will inherit a […]
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The Essentials Every Estate Plan Should Include

The Essentials Every Estate Plan Should Include

POSTED ON: May 15, 2025 BY: Troy Werner
While many think of estate planning as something to handle later in life, the truth is that good plans are made well before they’re ever needed. As highlighted in Sun Post’s article, “Guidelines for estate planning, from a Golden Valley attorney,” the best time to create your estate plan is now—regardless of your age. Having […]
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Keeping the Family Home in the Family: How Estate Planning Helps

Keeping the Family Home in the Family: How Estate Planning Helps

POSTED ON: May 14, 2025 BY: April
Completing an estate plan doesn’t just offer peace of mind—it can also spare your loved ones from the financial and emotional burden of probate. This is especially important if your goal is to pass down the family home. As Cleveland Jewish News explains in “Estate planning simplifies inheriting a home,” a properly prepared plan can […]
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5 Foundational Steps to Building a Strong Estate Plan

5 Foundational Steps to Building a Strong Estate Plan

POSTED ON: May 12, 2025 BY: April
Those who live or work in fast-paced, high-tech environments often stay focused on innovation and forward thinking. But planning for the future should go beyond your career and investments—it should include a thoughtful estate plan to ensure your assets are distributed according to your wishes, not state law. A recent article from Puget Sound Business […]
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The Best Way to Get Estate Planning Started 4 Smart Moves to Prepare for 2025 and Beyond

The Best Way to Get Estate Planning Started: 4 Smart Moves to Prepare for 2025 and Beyond

POSTED ON: May 9, 2025 BY: Troy Werner
If you’ve been putting off estate planning, now is the time to act—especially with the looming expiration of key tax provisions. The Tax Cuts and Jobs Act is set to expire on December 31, 2025, which could significantly reduce the current estate and gift tax exemption. Without preparation, families who never worried about estate taxes […]
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Estate Planning for Single Dads: Protecting Your Children’s Future

Estate Planning for Single Dads: Protecting Your Children’s Future

POSTED ON: May 7, 2025 BY: Troy Werner
Estate planning is important for all parents, but for single fathers, it can be absolutely vital. Without a co-parent to rely on, single dads must take extra steps to ensure their children are protected—legally, financially, and emotionally—if something unexpected happens. A well-structured estate plan can secure your legacy, name trusted guardians, and provide a financial […]
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How Gene Hackman and Betsy Arakawa Used Trusts to Keep Their Estate Plans Private

How Gene Hackman and Betsy Arakawa Used Trusts to Keep Their Estate Plans Private

POSTED ON: May 5, 2025 BY: Troy Werner
When legendary actor Gene Hackman and his wife, Betsy Arakawa, passed away, the details of their estate plans remained largely private—thanks to their careful use of trusts. While their wills were filed in Santa Fe probate court, most of their assets were shielded from public scrutiny, showcasing one of the most important benefits of having […]
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