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Category: Estate Planning

Estate planning services refer to the process of managing and distributing one's assets and properties after their death, in a way that ensures the smooth transfer of wealth to the intended beneficiaries while minimizing taxes and other expenses. Estate planning services may include drafting legal documents such as wills, trusts, and powers of attorney, as well as providing guidance and advice on strategies for asset protection and wealth transfer. These services may be provided by lawyers, financial advisors, or other professionals with expertise in estate planning. Effective estate planning can help individuals achieve their long-term financial goals and provide peace of mind for themselves and their loved ones.

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: Troy Werner
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: Troy Werner
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: Troy Werner
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: Troy Werner
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: Troy Werner
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: Troy Werner
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: Troy Werner
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: Troy Werner
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: Troy Werner
While this is an admirable goal, a trust may not be the only way to avoid probate.
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Do I Have to Pay Taxes on Trusts?

Do I Have to Pay Taxes on Trusts?

POSTED ON: October 27, 2023 BY: Troy Werner
Trust distributions might be taxable, with the tax liability potentially varying based on factors, such as the type of trust, the kind of distributions and a beneficiary’s tax bracket.
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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.
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