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Estate Plan can Ease Anxiety and Confirm Legacy

Estate Plan can Ease Anxiety and Confirm Legacy

POSTED ON: October 20, 2023 BY: The Werner Law Firm, PC
Preparing for the future supports the causes you believe in and provides peace of mind for you and your heirs.
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Have Estate Plan Checkup before Heading to Warmer Winter

Have Estate Plan Checkup before Heading to Warmer Winter

POSTED ON: October 19, 2023 BY: The Werner Law Firm, PC
If you are headed somewhere warm to spend the winter months, you will want to be sure you have everything in order before you go.
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What Is Joint Life Insurance?

What Is Joint Life Insurance?

POSTED ON: October 18, 2023 BY: The Werner Law Firm, PC
No matter how old you are, it's never too early or too late to begin thinking about your life insurance options.
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What Should I Know about Beneficiary Designations for IRAs?

What Should I Know about Beneficiary Designations for IRAs?

POSTED ON: October 17, 2023 BY: The Werner Law Firm, PC
One approach to consider is to prepare a customized beneficiary designation form.
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Make Power of Attorney Part of Your Estate Plan

Make Power of Attorney Part of Your Estate Plan

POSTED ON: October 16, 2023 BY: The Werner Law Firm, PC
Many people will suffer cognitive decline as they age, and that can seriously impact their ability to manage their assets.
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How Estate Planning Serves Tax Planning

How Estate Planning Serves Tax Planning

POSTED ON: October 13, 2023 BY: The Werner Law Firm, PC
In the intricate world of personal finance, few concepts hold as much potential to safeguard and grow one’s wealth as strategic estate planning.
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Do You Need a ‘Pour-Over’ Will

Do You Need a ‘Pour-Over’ Will?

POSTED ON: October 12, 2023 BY: The Werner Law Firm, PC
For those who want to avoid the court-controlled process that takes place after a person’s death (known as ‘probate’)—using a Revocable Living Trust is typically the best way to do so.
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Revocable Trusts Make Sense for Retirees

Revocable Trusts Make Sense for Retirees

POSTED ON: October 11, 2023 BY: The Werner Law Firm, PC
If you plan to pass assets through a will, just remember that most of the time, that will becomes public once the probate estate is closed. Therefore, if you left one of your children out, left your favorite a bit more or are just a private person, you may be better off with a trust.
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Now Is the Time for Estate Planning

Now Is the Time for Estate Planning

POSTED ON: October 10, 2023 BY: The Werner Law Firm, PC
As life is unpredictable, it is better to start planning sooner rather than later. In fact, upon attaining the legal age of majority in your state of residence (typically at age 18), you should begin considering some form of an estate plan.
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Do You Need a Will or Trusts or Both?

Do You Need a Will or Trust or Both?

POSTED ON: October 9, 2023 BY: The Werner Law Firm, PC
A traditional will could be the simplest but not necessarily the best way to pass on your legacy.
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Whether you need help creating a living trust or navigating probate, our living trust law firm's compassionate team of estate planning lawyers and probate lawyers are here to help you and ready to answer your questions.

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The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship! See full disclaimer here.