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Why You Need Two Kinds of Power of Attorney Documents

Why You Need Two Kinds of Power of Attorney Documents

POSTED ON: November 10, 2023 BY: The Werner Law Firm, PC
Power of Attorney documents are often an afterthought when someone thinks about their estate plan.
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Do You Need a Trust Fund or a Will? Or Both?

Do You Need a Trust Fund or a Will? Or Both?

POSTED ON: November 9, 2023 BY: The Werner Law Firm, PC
Estate planning involves both trust funds and wills to help ensure the smooth transition of assets to your beneficiaries.
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How Do Special Needs Trusts Work?

How Do Special Needs Trusts Work?

POSTED ON: November 8, 2023 BY: The Werner Law Firm, PC
One of the most commonly recognized instruments for protecting assets for a disabled beneficiary is through the use of a Special Needs Trust, also known as a Supplemental Needs Trust.
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Is Mick Jagger Thinking about Estate Planning?

Is Mick Jagger Thinking about Estate Planning?

POSTED ON: November 7, 2023 BY: The Werner Law Firm, PC
Mick Jagger is getting candid about the Rolling Stones’ legacy.
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Estate Planning Myths Debunked

Estate Planning Myths Debunked

POSTED ON: November 6, 2023 BY: The Werner Law Firm, PC
In my experience, estate planning is one of the areas of personal finance with the most widespread confusion. Unfortunately, this can lead to costly mistakes in time, money and stress on people's families.
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Why Your Will Is Just One Part of an Estate Plan

Why Your Will Is Just One Part of an Estate Plan

POSTED ON: November 3, 2023 BY: The Werner Law Firm, PC
Those beneficiary forms you filled out years ago can supersede your other estate plans.
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How Does an Inheritance Trust Work?

How Does an Inheritance Trust Work?

POSTED ON: November 2, 2023 BY: The Werner Law Firm, PC
Inheritance trusts take on critical importance in wealth management, particularly for multi-generational families.
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What are Primary Testamentary Estate Planning Documents?

What are Primary Testamentary Estate Planning Documents?

POSTED ON: November 1, 2023 BY: The Werner Law Firm, PC
When someone dies, one of the first questions the attorney will ask is what primary estate planning instrument the decedent had in place.
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Who Received Betty White’s Estate?

Who Received Betty White’s Estate?

POSTED ON: October 31, 2023 BY: The Werner Law Firm, PC
However, [Betty White] did have pets of her own and it's believed she had set up a pet trust to ensure that her pets were well taken care of after her death.
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Should You Rethink Your Trust?

Should You Rethink Your Trust?

POSTED ON: October 30, 2023 BY: The Werner Law Firm, PC
While this is an admirable goal, a trust may not be the only way to avoid probate.
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