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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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What Should I Know About Living Trusts?

What Should I Know About Living Trusts?

POSTED ON: October 8, 2023 BY: The Werner Law Firm, PC
Whether you've examined your options for passing along your wealth or not, you probably know that there are a number of different possibilities when it comes to managing your wealth and handing it down to the next generation.
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Who Is the Trustee of Lisa Marie Presley's Estate?

Who Is the Trustee of Lisa Marie Presley's Estate?

POSTED ON: October 7, 2023 BY: The Werner Law Firm, PC
The documents outline how the estate will be split between Lisa Marie's family members and specify that Priscilla will be buried at Graceland as near as possible to Elvis, her ex-husband.
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Should I Add My Pet to Estate Plan?

Should I Add My Pet to My Estate Plan?

POSTED ON: October 6, 2023 BY: The Werner Law Firm, PC
When it comes to pets and estates, there are two main rules to understand.
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What if Your Life Insurance Beneficiary Predeceases You?

What if Your Life Insurance Beneficiary Predeceases You?

POSTED ON: October 5, 2023 BY: The Werner Law Firm, PC
If you have life insurance, you know you were required to pick a single or multiple beneficiaries when you purchased your policy. When you die, the beneficiaries receive the payout from the policy.
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Three More Reasons to Have an Estate Plan

POSTED ON: October 4, 2023 BY: The Werner Law Firm, PC
Estate planning not only makes things easier for your loved ones if you become incapacitated or when you’re gone, but it also does these three important things.
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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.