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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.

estate planning

Here’s Why You Need an Estate Plan

POSTED ON: July 31, 2021 BY: Troy Werner
No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.
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How a Dynasty Trust Works + Key Considerations - Werner Law Firm

How a Dynasty Trust Works + Key Considerations

POSTED ON: July 30, 2021 BY: Troy Werner
Wealth transfer does not have to be exceptionally complicated nor prohibitively expensive. But you do need to plan more than just telling your family in advance whom you’d like to have inherited the car, house, or bank accounts. Estate planning exists as a branch of legal tools to help those with an estate of any […]
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No Time Like the Present to Plan for the Future - Werner Law Firm

No Time Like the Present to Plan for the Future

POSTED ON: July 26, 2021 BY: Troy Werner
We live in strange times, and if anything is inevitable, it is the sheer uncertainty of life. Whether it is a climate catastrophe, a crime wave, or a pandemic, the news cycle is full of endless sources of anxiety – and even under ideal circumstances, all good things eventually come to an end. Yet, these […]
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What Does a Family Trust Do? - Werner Law Firm

What Does a Family Trust Do?

POSTED ON: July 23, 2021 BY: Troy Werner
But transferring what we owned in life to our surviving kin in death is easier said than done. We cannot hold onto much of what we own after we die. Condos and homes aren’t the property of the dead, and beyond what we literally take into the grave, every material possession under our name must […]
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Conservatorship California Must-Knows - Werner Law Firm

Conservatorship California Must-Knows

POSTED ON: July 12, 2021 BY: Troy Werner
The controversial conservatorship California case of Britney Spears is back in the news cycle, with her continued efforts to reclaim control over her life after her conservatorship began in 2008. Regardless of how you might feel about that case – even after the fact that conservatorships are a matter of public record, it’s still very […]
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What Is a Marital Trust, How Does It Work? - Werner Law Firm

What Is a Marital Trust, How Does It Work?

POSTED ON: June 28, 2021 BY: Troy Werner
Trusts serve to transfer assets from one person to another with certain special benefits and privileges that might not otherwise be available. For example, outright gifting property to a loved one would incur a massive tax on their part and severely cut into your own gift tax exemptions. In addition, transferring a home to a […]
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The Perils of Online Estate Planning - Werner Law Firm

The Perils of Online Estate Planning

POSTED ON: June 14, 2021 BY: Troy Werner
It’s never been easier to get things done online than today, given that there’s an app for nearly everything. But there are still a few cases where it’s a good idea to forego convenience for the sake of quality. Estate plans are one of these things. While it may be tempting to give online estate […]
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Leaving a Lasting Legacy of Generational Wealth - Werner Law Firm

Leaving a Lasting Legacy of Generational Wealth

POSTED ON: June 7, 2021 BY: Troy Werner
Most inheritance plans that revolve around preserving and growing generational wealth fail. This is partly because most estate plans do not adequately prepare the living for the intents and wishes of the dead. Time and time again, heirs and beneficiaries lament their parents’ lack of proper communication and planning and struggle to effectively manage the […]
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What Is an Enhanced Life Estate Deed? - Werner Law Firm

What Is an Enhanced Life Estate Deed?

POSTED ON: May 31, 2021 BY: Troy Werner
An enhanced life estate deed, also known as Lady Bird Deed, is a way to transfer property after death without having said property go through the probate process. This type of deed has its distinct advantages and certain disadvantages. To understand it, we must review what a life estate is – and how an enhanced […]
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Estate Planning Checklist: A 7-Step Guide - Werner Law Firm

A 7-Step Estate Planning Checklist of the Basics

POSTED ON: May 24, 2021 BY: Troy Werner
Estate planning is the management of assets for their eventual reallocation after death. Under most circumstances, we can’t take the things we own to the grave – or at least, we can take very little to the grave. You might request to be buried in your car, for example – but most assets (and properties, […]
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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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