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The Documents You Should Never DIY: Why Estate Planning Requires a Lawyer

The Documents You Should Never DIY: Why Estate Planning Requires a Lawyer

POSTED ON: June 6, 2025 BY: Troy Werner
In today’s digital world, it may seem easy to download a template and create your own estate planning documents. But when it comes to protecting your health, your wealth, and your family, cutting corners can cause serious complications. As the philosopher Socrates wisely put it: “You don’t know what you don’t know.” That truth rings […]
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Estate Planning for Second Marriages How to Prevent Inheritance Conflicts

Estate Planning for Second Marriages: How to Prevent Inheritance Conflicts

POSTED ON: June 3, 2025 BY: Troy Werner
Blended families can bring a renewed sense of joy and stability, but they also introduce unique estate planning challenges. When one or both spouses have children from prior relationships, it’s crucial to plan ahead to avoid disputes over inheritance that can easily arise without proper legal safeguards. Despite the best of intentions, assumptions that love […]
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What You Really Need to Know About Estate Planning

What You Really Need to Know About Estate Planning

POSTED ON: May 30, 2025 BY: Troy Werner
You don’t need a law degree to understand the essentials of estate planning, but working with an experienced attorney can make all the difference. As highlighted in a recent Pauls Valley Democrat article, “Some real facts about estate planning,” getting the right information can ease anxiety and help you make smart decisions for yourself and […]
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Why Having a Will Is One of the Greatest Gifts You Can Leave Your Family

Why Having a Will Is One of the Greatest Gifts You Can Leave Your Family

POSTED ON: May 28, 2025 BY: Troy Werner
Many estate planning attorneys have seen firsthand the emotional and financial toll that follows when someone dies without having a will. Without clear instructions, surviving loved ones are left to navigate a tangled legal process, often facing unnecessary conflict, delays, and even the possibility of children being placed in foster care. A recent Investopedia article, […]
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What Does a Probate Attorney Do?

What Does a Probate Attorney Do?

POSTED ON: May 26, 2025 BY: Troy Werner
When a loved one passes away, their estate often goes through probate, a legal process that oversees the distribution of assets, resolution of debts and execution of a will. Probate can be time-consuming and complex, especially when multiple heirs, significant assets, or disputes are involved. A probate attorney helps guide executors and beneficiaries through this […]
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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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