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Why You Should Regularly Update Your Will

Why You Should Regularly Update Your Will

POSTED ON: May 31, 2024 BY: Troy Werner
Don't wait for the unexpected or procrastinate when adjusting your will like the late singer, Whitney Houston. Regular updates to your estate plan can protect you and your loved ones from future complications.
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Why Unmarried Couples Need Protection of an Estate Plan

Why Unmarried Couples Need Protection of an Estate Plan

POSTED ON: May 30, 2024 BY: Troy Werner
Forgoing the legal entanglement of marriage can lead to troubling outcomes should one member of the couple face incapacity or an untimely death.
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What’s the Best Way to Pass the Family Home to Heirs?

What’s the Best Way to Pass the Family Home to Heirs?

POSTED ON: May 29, 2024 BY: Troy Werner
There are many ways to hand down a house—from gifts to outright sales, irrevocable and revocable trusts to wills—each with different benefits and drawbacks.
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Estate Planning Checklist for 2024: A Comprehensive Guide

Estate Planning Checklist for 2024: A Comprehensive Guide

POSTED ON: May 28, 2024 BY: Troy Werner
Estate planning is more than writing a will; it’s a plan to manage and distribute assets to your dependents. It documents your healthcare preferences, so a loved one decides on medical care according to your wishes. The National Council on Aging (NCOA) Adviser’s article, “Estate Planning Guide and Checklist for 2024,” offers a comprehensive overview of what to consider when planning your estate. This blog post distills the key points from the article and provides an actionable checklist for 2024. Understanding Estate Planning Estate planning organizes your affairs to fulfill your wishes after you pass away. It encompasses decisions about…
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Spend Your Golden Years in a Coveted State: Estate Planning Retirement Strategies

Spend Your Golden Years in a Coveted State: Estate Planning Retirement Strategies

POSTED ON: May 27, 2024 BY: Troy Werner
Are you eyeing Florida's sandy beaches, Colorado's stunning landscapes, or Virginia's historical charm for your golden years? This article discusses why estate planning is essential for your golden years and strategies that help secure your retirement.
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Maximizing Tax-Free Giving to Children: Estate Planning Strategies for Affluent Parents

Maximizing Tax-Free Giving to Children: Estate Planning Strategies for Affluent Parents

POSTED ON: May 24, 2024 BY: Troy Werner
Affluent estate owners are opting to support their children and grandchildren financially during their lifetimes. We explore three strategies that can maximize tax-free giving to consider in your estate planning.
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How Do I Create End-of-Life Plan?

How Do I Create an End-of-Life Plan?

POSTED ON: May 23, 2024 BY: Troy Werner
Research shows that fewer than one-third of U.S. residents have advanced-care directives or detailed medical instructions in case they can’t communicate their own wishes.
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Will I Need to Pay Taxes on Inheritance?

Will I Need to Pay Taxes on Inheritance?

POSTED ON: May 22, 2024 BY: Troy Werner
Whether it’s the result of family drama or a failure to update a last will and testament, people sometimes find themselves left out of a loved one’s will.
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How to Plan for Beneficiaries with Disabilities

How to Plan for Beneficiaries with Disabilities

POSTED ON: May 21, 2024 BY: Troy Werner
Planning for disabled beneficiaries is important, not only for those beneficiaries with known disabilities but also for those who may be disabled at the time of the decedent’s death.
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Pros and Cons of Probate in Estate Planning

Pros and Cons of Probate in Estate Planning

POSTED ON: May 20, 2024 BY: Troy Werner
The process averages six to nine months to complete. However, it may take up to two years or more for some complex estates, tying up the assets that your family may need immediately.
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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.

Our goal is to make your case as easy as possible for you. Hiring a lawyer can be a daunting task, but it doesn’t have to be. From the moment you contact our firm, through the final resolution of your case, our goal is to make the process easy and understandable. We cannot change the fact that probate is a long and complicated process, but through our Werner Law Firm Difference, we strive to go out of our way to keep you informed of your case through every step of the way. We are constantly refining our processes and procedures for a more streamlined and calm client experience. Our goal is to have you feel like a burden was lifted from your shoulders, and that we made the whole process an easy one

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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.
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