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Articles posted by Werner Law Firm

Estate Planning: Different Types of Trusts - Werner Law Firm

Different Types of Trusts

In estate planning terms, a trust is both an agreement and an entity, created for the purpose of holding assets and accounts ‘in trust’ until they are ready to be distributed to designated beneficiaries. Trusts must be ‘funded’, which involves amending the assets mentioned within the trust document to reflect that they are now part

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What Is the SECURE Act, How Could It Affect Your Retirement? - Werner Law Firm

What Is the SECURE Act, How Could It Affect Your Retirement?

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, signed into law by President Donald Trump earlier last December, features a series of provisions designed largely to help Americans prepare for retirement. As the pension vanishes, more Americans turn towards partially self-sufficient means of preparing for retirement, such as the IRA and the employer-provided

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How Do You Contest a Will? - Werner Law Firm

How Do You Contest a Will?

Losing a loved one can be a traumatic experience, wrought with painful memories and regrets. However, that pain can be made even worse when finding out that there was no space made for you in your loved one’s estate plan. Finding out that the will completely excludes you can be both hurtful, and suspicious –

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