Wills, Trusts & Probate Law Blog

5 Estate Planning Steps for New Parents - Werner Law Firm

5 Estate Planning Steps for New Parents

It is incredibly stressful to be a new parent. Parenting is not something that anyone can be adequately prepared for. No matter how long you have thought about it and how much you have read about it. But between weathering the many sleepless nights and stressing endlessly over baby products, and the many challenges of

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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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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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