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Category: Probate

Probate services refer to the legal services provided to individuals or families involved in the administration of a deceased person's estate. These services typically involve the court-supervised process of distributing the deceased person's assets and properties to their beneficiaries or heirs according to their will or state laws if there is no will. Probate services may include drafting and filing legal documents, representing clients in court, resolving disputes between beneficiaries, managing estate assets, and advising clients on tax implications and strategies for asset protection. The goal of probate services is to ensure that the estate is distributed in an orderly and fair manner while minimizing costs and maximizing the value of the estate for the beneficiaries. Probate services are often provided by lawyers, but may also be provided by other professionals such as estate planners or financial advisors.

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Preserving Wealth Through Comprehensive Estate Planning

Preserving Wealth Through Comprehensive Estate Planning

POSTED ON: November 21, 2024 BY: April
Without a carefully crafted estate plan, your hard-earned wealth may be vulnerable to taxes, administrative costs, or disputes among heirs—issues that can escalate into costly and emotionally draining legal battles. An updated estate plan not only adapts to evolving tax laws but also ensures your wealth is preserved and smoothly transferred across generations. A recent […]
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Protecting Your Family’s Inheritance Are Trusts the Solution?

Protecting Your Family’s Inheritance Are Trusts the Solution?

POSTED ON: November 20, 2024 BY: April
When creating a plan to secure your family's future, ensuring that your loved ones' inheritance is protected from creditors is likely a top priority. Many people assume that establishing a revocable living trust will provide the necessary protection. However, while these trusts are excellent tools for avoiding probate and ensuring smooth distribution of assets, they […]
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Why Millennials Should Consider Estate Planning

Why Millennials Should Consider Estate Planning

POSTED ON: November 18, 2024 BY: April
One family fondly refers to their mother’s comprehensive blue binder as “Mom’s Book of Life.” Inside, she has organized important estate planning documents, medical directives, account details, passwords, and a complete list of assets. While her adult children initially dismissed this as unnecessary for themselves, a recent Wall Street Journal article, “I’m Way Too Young […]
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Estate Planning for Blended Families Ensuring Everyone’s Future

Estate Planning for Blended Families: Ensuring Everyone’s Future

POSTED ON: November 15, 2024 BY: April
Blended families are increasingly common, but merging two families often presents unique financial and legal challenges. From managing assets to updating wills, planning for a blended family’s future requires careful thought. An article from Kiplinger, “How to Navigate Finances as a Blended Family,” offers key insights for those creating an estate plan to meet the […]
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Peace of Mind for Your Family Key Documents for End-of-Life Planning

Peace of Mind for Your Family: Key Documents for End-of-Life Planning

POSTED ON: November 14, 2024 BY: April
Without a proper plan, the challenges of incapacity or passing can create unexpected burdens for loved ones, leaving them to handle legal and financial issues amid the grief of loss. Planning ahead can ease these burdens and secure the legacy you want to leave behind. A recent article from Twin Cities Pioneer Press, titled “Your […]
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Heirs’ Property and Potential Landowners Issues in Inheritance through Probate

Heirs’ Property and Potential Landowners Issues in Inheritance through Probate

POSTED ON: August 8, 2024 BY: Troy Werner
Heirs' property creates unique landowners issues that disproportionately impact African American communities. These problems include unclear titles, tax issues and vulnerability to partition sales.
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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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Top 5 Estate Planning Nightmares You Can Avoid with a Will

Top 5 Estate Planning Nightmares You Can Avoid with a Will

POSTED ON: March 1, 2024 BY: Troy Werner
In the realm of estate planning, a common adage rings true: “Failing to plan is planning to fail.” As an experienced estate planning attorney, I’ve witnessed firsthand the turmoil and heartache that can ensue when individuals neglect the crucial step of…
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What Is the Purpose of a Living Trust?

What Is the Purpose of a Living Trust?

POSTED ON: February 24, 2024 BY: Troy Werner
A living trust (also called a revocable trust or revocable living trust) can be beneficial to a much broader group of Americans than most people expect.
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Don't Gamble with Your Future: Why Choosing the Right Estate Planning Attorney Matters

Don't Gamble with Your Future: Why Choosing the Right Estate Planning Attorney Matters

POSTED ON: January 30, 2024 BY: Troy Werner
Estate planning: two words that encapsulate the entirety of your life’s work and the legacy you wish to leave behind. It is a profound yet often misunderstood aspect of personal finance and legal preparedness. As an experienced estate planning attorney, I’ve seen firsthand the turmoil and heartache…
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The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship. See full disclaimer here.
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