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Estate Planning Mistakes to Avoid

Estate Planning Mistakes to Avoid

POSTED ON: November 21, 2025 BY: The Werner Law Firm, PC
Beyond not making a will at all, here are the biggest mistakes estate planning attorneys see clients make.
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Expecting an Inheritance? Find Out If Your State has Estate Tax

Expecting an Inheritance? Find Out If Your State has Estate Tax

POSTED ON: November 20, 2025 BY: The Werner Law Firm, PC
While estate planning often focuses on federal taxes, you also need to be aware of state tax rules to make the most of your legacy.
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Spousal Lifetime Access Trusts can Protect Your Partner When You're Gone

Spousal Lifetime Access Trusts can Protect Your Partner When You're Gone

POSTED ON: November 19, 2025 BY: The Werner Law Firm, PC
Make sure your loved ones will be secure after you're gone by setting up a Spousal Lifetime Access Trust.
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Inheriting the Family Home Can Be Complicated Without an Estate Plan

Inheriting the Family Home Can Be Complicated Without an Estate Plan

POSTED ON: November 14, 2025 BY: The Werner Law Firm, PC
However, counting on an inheritance is a fragile strategy, especially when part of it is wrapped up in a family home.
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Why Ultra-Wealthy Families Need Cross-Border Estate Planning

Why Ultra-Wealthy Families Need Cross-Border Estate Planning

POSTED ON: November 13, 2025 BY: The Werner Law Firm, PC
Assets, heirs and homes in multiple countries require a plan that respects more than one legal system.
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Newlyweds: Remember Estate Planning and Thank You Notes

Newlyweds: Remember Estate Planning and Thank You Notes

POSTED ON: November 11, 2025 BY: The Werner Law Firm, PC
Getting married changes a couple's life in more ways than one, so it's a good idea to discuss financial and legal issues like pre-/postnuptial agreements, estate plans and life insurance.
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Estate Planning What You Need to Know Right Now

Estate Planning: What You Need to Know Right Now

POSTED ON: November 7, 2025 BY: The Werner Law Firm, PC
Estate planning is evolving rapidly, and staying informed about the latest trends is essential for protecting your assets and ensuring your wishes are carried out.
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Keep These Asset Types Out of a Living Trust to Avoid Probate

Keep These Asset Types Out of a Living Trust to Avoid Probate

POSTED ON: November 6, 2025 BY: The Werner Law Firm, PC
Living trusts are powerful estate planning tools, but not every asset belongs in one. Knowing which property to exclude prevents complications and protects your legacy.
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Letting the Children Figure It Out Is Not an Estate Plan

Letting the Children Figure It Out Is Not an Estate Plan

POSTED ON: November 5, 2025 BY: The Werner Law Firm, PC
A retired farmer has one child working on the farm, while a second child lives far away. The man thinks he doesn’t need a will because his situation is straightforward, and the children will work things out since they’re smart and respectful. This approach is asking for trouble on many different levels. The article, “If you’re relying on your kids to ‘just figure it out’ after you’re gone, here’s your wake-up call,” appearing in Tri State Alert, explains just how many problems this mindset can create. Even before addressing the distribution of assets, the family may face a long-term care…
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How Does Estate Planning Support Solo Aging?

How Does Estate Planning Support Solo Aging?

POSTED ON: October 31, 2025 BY: The Werner Law Firm, PC
Elder orphans are older adults who live without family support. They lack a spouse, partner or nearby children to assist them.
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