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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.

Family Wealth Discussions: How to Talk about Money with Loved Ones

Family Wealth Discussions: How to Talk about Money with Loved Ones

POSTED ON: October 8, 2024 BY: Troy Werner
Family wealth discussions are never easy. Nonetheless, it’s necessary to talk about money with loved ones. Use the right approach to stay on the same page and avoid miscommunication.
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When Should I Start Doing Estate and Tax Planning?

When Should I Start Doing Estate and Tax Planning?

POSTED ON: October 7, 2024 BY: Troy Werner
Estate planning helps ensure that your assets will be managed and distributed according to your wishes, regardless of your financial situation.
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Are Your Passwords Protected as Well as Your Estate?

Are Your Passwords Protected as Well as Your Estate?

POSTED ON: October 4, 2024 BY: Troy Werner
Phone and computer passwords, crypto wallets, investment portfolios, mobile banking passcodes and even social media credentials also need a place to go when you die.
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Curated a Collection? You Need an Estate Plan for It

Curated a Collection? You Need an Estate Plan for It

POSTED ON: October 3, 2024 BY: Troy Werner
So the pitch that anyone with a collection needs to hear is this: Your wine needs an estate plan, because it's not going to drink itself.
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The Importance of Estate Planning for Non-Citizens with U.S. Assets

The Importance of Estate Planning for Non-Citizens with U.S. Assets

POSTED ON: October 2, 2024 BY: Troy Werner
Estate planning is crucial for non-citizens with U.S. assets to minimize potential tax burdens.
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Guarding Women's Wealth with Estate Planning

Guarding Women's Wealth with Estate Planning

POSTED ON: October 1, 2024 BY: Troy Werner
Active wealth and estate planning strategies are essential for senior women to safeguard their financial future from challenges related to longer lifespans and income and career gaps.
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Michael Jackson’s Estate Continues to Unwind

Michael Jackson’s Estate Continues to Unwind

POSTED ON: September 30, 2024 BY: Troy Werner
When Michael Jackson died in 2009, he left a complicated legacy. However, one thing remains true: The King of Pop's music still generates millions of dollars every year.
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What Happens to Digital Assets when You Die?

What Happens to Digital Assets when You Die?

POSTED ON: September 27, 2024 BY: Troy Werner
Nobody wants to leave heirs a confusing collection of files they can’t open, accounts they can’t access and assets they can’t locate.
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What Bruce Willis' Dementia Diagnosis Teaches Caregivers

What Bruce Willis' Dementia Diagnosis Teaches Caregivers

POSTED ON: September 26, 2024 BY: Troy Werner
A head start on estate planning can help you prepare for risks, like dementia. By documenting your legal and financial wishes early, you can safeguard your wishes and provide clarity to loved ones.
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Tax Implications of Estate Planning and Maximizing Loved Ones'

Tax Implications of Estate Planning and Maximizing Loved Ones' Inheritance

POSTED ON: September 25, 2024 BY: Troy Werner
Estate planning isn't just about dividing assets—it's about minimizing taxes and maximizing the inheritance that your loved ones receive.
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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

If you're dealing with a legal matter, we urge you to schedule a free initial appointment today and join the many satisfied clients who have contacted Werner Law Firm.

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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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