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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.

Creating Wealth Across Generations with Estate Planning

Creating Wealth Across Generations with Estate Planning

POSTED ON: July 21, 2025 BY: The Werner Law Firm
With the Great Wealth Transfer underway, the latest figures from Cerulli (as of December 2024) show that $124 trillion will transfer through 2048, with $105 trillion going to heirs.
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Will Heirs Be Able to Access Your Safe Deposit Box

Will Heirs Be Able to Access Your Safe Deposit Box?

POSTED ON: July 18, 2025 BY: The Werner Law Firm
My sister had a business safe-deposit box at her bank. The safe-deposit box is not listed as personal property and is not part of the trust.
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What Is Gifting in Estate Planning

What Is Gifting in Estate Planning

POSTED ON: July 16, 2025 BY: The Werner Law Firm
The Internal Revenue Service (IRS) has its hand out for tax dollars associated with your generosity. However, there are tax-smart loopholes.
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Why Everyone Should Have an Estate Plan

Why Everyone Should Have an Estate Plan

POSTED ON: July 14, 2025 BY: The Werner Law Firm
Estate planning isn’t just for the wealthy or the elderly. It’s a crucial part of anyone’s financial plan, regardless of age, assets, or family situation.
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How to Pass Land Using a Disclaimer Trust

How to Pass Land Using a Disclaimer Trust

POSTED ON: July 11, 2025 BY: The Werner Law Firm
A widow wonders if it’s too late to fix an estate plan that made no provisions for their one farming son and isn’t sure how to manage the farmland.
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Ensuring That Your Pet is Cared for with Trust Planning

Ensuring That Your Pet is Cared for with Trust Planning

POSTED ON: July 10, 2025 BY: The Werner Law Firm
For many, pets are family. Planning for their care through a pet trust ensures that they remain protected even after you’re gone.
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Top Digital Estate Planning Mistakes to Avoid

Top Digital Estate Planning Mistakes to Avoid

POSTED ON: July 7, 2025 BY: The Werner Law Firm
The rise of digital platforms, online accounts, and cryptocurrency has reshaped the role of digital assets in modern estate planning.
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How Do I Protect My Child’s Inheritance in a Second Marriage?

How Do I Protect My Child’s Inheritance in a Second Marriage?

POSTED ON: July 4, 2025 BY: The Werner Law Firm
Make sure that you have a will and up-to-date beneficiary designations on all of your bank accounts, life-insurance policies and brokerage accounts.
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Can You Prevent a Will from Being Contested

Can You Prevent a Will from Being Contested?

POSTED ON: July 2, 2025 BY: The Werner Law Firm
How can I organize my estate so there is little or no potential for my will to be contested?
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Planning for the Loss of a Spouse

Planning for the Loss of a Spouse

POSTED ON: June 30, 2025 BY: The Werner Law Firm
Are you sure that your legal documents and financial accounts reflect the wishes of you and your spouse in terms of benefits and who inherits what?
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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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