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Creating a Lasting Legacy Estate Planning for Farms

Creating a Lasting Legacy: Estate Planning for Family Farms

POSTED ON: November 13, 2024 BY: April
Family farms carry deep traditions, symbolizing years of hard work, resilience, and commitment to the land. For many families, ensuring the farm remains in the family is a priority—but the reality is that only a small fraction of farms successfully transition to future generations. Thoughtful estate planning is essential to ensure a seamless transfer, preserve […]
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Building Your Legacy: How Estate Planning Can Protect Your Future and Fulfill Your Wishes

Building Your Legacy: How Estate Planning Can Protect Your Future and Fulfill Your Wishes

POSTED ON: November 11, 2024 BY: Troy Werner
Planning for the future involves more than just creating a will; it’s about securing a legacy. Estate planning not only addresses the distribution of your assets after you’ve passed but also ensures your wishes are followed if you become incapacitated. A recent article from North Shore News emphasizes the importance of comprehensive estate planning in […]
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Navigating Property Transfer to Heirs in Estate Planning

Navigating Property Transfer to Heirs in Estate Planning

POSTED ON: November 8, 2024 BY: Troy Werner
When it comes to estate planning, understanding how different types of property transfer to heirs is essential. Many people assume assets will automatically go to their intended beneficiaries, only to face unexpected taxes, court costs, or misunderstandings. As highlighted in a recent article from The News-Enterprise, planning for property distribution is critical. There are four […]
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Estate Strategies for Families Supporting a Child in Recovery

Estate Strategies for Families Supporting a Child in Recovery

POSTED ON: November 7, 2024 BY: Troy Werner
Estate planning for a child with addiction involves more than just leaving an inheritance. It's about designing a plan that fosters recovery and safeguards their long-term well-being. Parents with children struggling with addiction often face complex decisions, but a thoughtful plan can provide peace of mind and stability for both parents and children. Why Consider […]
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Should I Give My Kid Their Inheritance Before I Die?

Should I Give My Kid Their Inheritance Before I Die?

POSTED ON: November 6, 2024 BY: Troy Werner
Managing your money later in life includes defining a destination point for the next generation of your wealth.
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Charitable Giving Trusts Protect Assets and Create a Legacy of Giving

Charitable Giving Trusts Protect Assets and Create a Legacy of Giving

POSTED ON: November 5, 2024 BY: Troy Werner
When he died in 2013 at the untimely age of 51 from sudden cardiac arrest, Gandolfini bequeathed a disaster to his heirs.
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Inheriting the Family Business: Succession Planning Secures Your Legacy

Inheriting the Family Business: Succession Planning Secures Your Legacy

POSTED ON: November 4, 2024 BY: Troy Werner
Learn how to prepare the next generation to lead your family business with proper planning, leadership training and clear goals for the future.
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How to Avoid Probate with a Revocable Trust

How to Avoid Probate with a Revocable Trust

POSTED ON: November 1, 2024 BY: Troy Werner
A revocable trust allows assets correctly transferred into the trust during the grantor's lifetime to bypass probate. This can simplify asset distribution and help preserve privacy.
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Creating a Senior Life Plan to Reduce the Burden on Loved Ones as You Age

Creating a Senior Life Plan to Reduce the Burden on Loved Ones as You Age

POSTED ON: October 31, 2024 BY: Troy Werner
A senior life plan can reduce the burden on loved ones by addressing medical, financial and legal needs before they become urgent.
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Strategies to Protect Assets from Lawsuits and Creditors

Strategies to Protect Assets from Lawsuits and Creditors

POSTED ON: October 30, 2024 BY: Troy Werner
Discover key strategies like trusts, IRAs and homestead exemptions to protect your assets from lawsuits and creditors.
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