Articles posted by Werner Law Firm

2020 Estate Planning Documents Checklist - Werner Law Firm

2020 Estate Planning Documents Checklist

As we transition fully into the new year, it is as good a moment as ever to take stock of your financial situation, review your investments, and think of the near (or far) future. With new tax changes upon us, it’s also a great time to review any and all estate planning documents and measures

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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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Pros and Cons of Wills and Trusts - Werner Law Firm

Weighing the Pros and Cons of Wills and Trusts

Among estate planning tools, the two most common are wills and trusts. Both accomplish similar things, yet serve entirely different purposes, and can even be used in conjunction with one another. A simplified approach to the topic might lead you to believe that wills are easy and cheap, and trusts are more complex and expensive

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