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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.

You Need a Will Sooner and Not Later

You Need a Will Sooner and Not Later

POSTED ON: September 23, 2024 BY: Troy Werner
Humans love to plan, looking ahead to everything from vacations, work commitments and dinner reservations to family gatherings, weekends with friends and dates with significant others.
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What’s the Primary Purpose of a Living Trust?

What’s the Primary Purpose of a Living Trust?

POSTED ON: September 20, 2024 BY: Troy Werner
Having the ability to pass on an inheritance to your loved ones is a beautiful thing. It's a chance to gift those you care about and add value to their life even after you're no longer here.
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How to Choose an Executor for Your Estate

How to Choose an Executor for Your Estate

POSTED ON: September 19, 2024 BY: Troy Werner
Choosing the right executor ensures that your estate is managed effectively, minimizing conflicts and providing peace of mind for your loved ones.
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Preparing Your Adult Children to Receive Their Inheritance

Preparing Your Adult Children to Receive Their Inheritance

POSTED ON: September 18, 2024 BY: Troy Werner
Discussing inheritance early avoids surprises and prepares your children to manage the wealth and responsibilities they’ll inherit.
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Estate Planning can Include Pets as Well as ‘Regular’ People

Estate Planning can Include Pets as Well as ‘Regular’ People

POSTED ON: September 17, 2024 BY: Troy Werner
Pet owners bring their animals on vacation, buy them fancy food and pay more for their healthcare. Including them in estate planning is a logical next step, estate lawyers and pet owners say.
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Do You Need a Will and an Estate Plan?

Do You Need a Will and an Estate Plan?

POSTED ON: September 16, 2024 BY: Troy Werner
We all know death is inevitable, but planning for it can feel uncomfortable. Regardless of your age, one crucial step often overlooked is creating a will.
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How Does a Spousal Lifetime Access Trust Work?

How Does a Spousal Lifetime Access Trust Work?

POSTED ON: September 13, 2024 BY: Troy Werner
Trusts can help mitigate estate taxes and help beneficiaries avoid probate court after you pass away, all while ensuring your assets are managed according to your wishes.
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Sharing Family Values in Your Estate Plan

Sharing Family Values in Your Estate Plan

POSTED ON: September 12, 2024 BY: Troy Werner
Preserve your family values through estate planning. Learn how trusts and open conversations can ensure your legacy reflects your life's principles.
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How Does Probate Work?

How Does Probate Work?

POSTED ON: September 11, 2024 BY: Troy Werner
A new report, titled The State of Probate in America, finds many Americans badly misinformed about basic facts of probate.
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Estate Planning Answers for High-Income Families and Singles

Estate Planning Answers for High-Income Families and Singles

POSTED ON: September 10, 2024 BY: Troy Werner
Here are some common solutions for planning related to estate, gift, and generation-skipping transfer tax, major liquidity events, state income taxation, and estate planning for single individuals.
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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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