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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.

Select The Importance of Estate Planning for Expecting Parents The Importance of Estate Planning for Expecting Parents

The Importance of Estate Planning for Expecting Parents

POSTED ON: August 28, 2024 BY: Troy Werner
Estate planning ensures that your children will have the future you want for them no matter what happens to you.
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What Should You Do when a Hospitalized Sibling Is About to Receive an Inheritance?

What Should You Do When a Hospitalized Sibling Is About to Receive an Inheritance?

POSTED ON: August 27, 2024 BY: Troy Werner
You may need to petition the courts for guardianship or conservatorship, the terms of which vary from state to state.
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Is It a Good Idea to Convert IRA to a Roth?

Is It a Good Idea to Convert an IRA to a Roth?

POSTED ON: August 26, 2024 BY: Troy Werner
Retirement savers can reap benefits in the conversion if they are able to pay a tax now.
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Can You Prepare for the Unexpected in Life?

Can You Prepare for the Unexpected in Life?

POSTED ON: August 23, 2024 BY: Troy Werner
Remember, even ‘Superman’ Christopher Reeve didn't think he would fall off a horse, and it changed his life forever. Always be prepared.
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Estate Planning for Digital Wealth

Estate Planning for Digital Wealth

POSTED ON: August 22, 2024 BY: Troy Werner
Implementing these legal strategies can ensure that your digital assets remain secure and preserve those gains for future generations.
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How to Order a Death Certificate after the Passing of a Loved One

How to Order a Death Certificate after the Passing of a Loved One

POSTED ON: August 21, 2024 BY: Troy Werner
Obtaining a death certificate is crucial after the death of a loved one. It’s a necessary step toward settling their affairs and handling the probate process.
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Role of Estate Planning for the Great Wealth Transfer

Role of Estate Planning for the Great Wealth Transfer

POSTED ON: August 20, 2024 BY: Troy Werner
The Great Wealth Transfer” is a significant event affecting millions of families. Proper estate planning is crucial to navigate this transition smoothly and to preserve your legacy.
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What a First-Time Executor Needs to Know

What a First-Time Executor Needs to Know

POSTED ON: August 19, 2024 BY: Troy Werner
After relatives die, there is a tedious, messy process of managing what they leave behind. Relationships can suffer in the aftermath.
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Can You Get Around Probate?

Can You Get Around Probate?

POSTED ON: August 16, 2024 BY: Troy Werner
If I knew then what I know now about probate, I’d have done more to avoid the process altogether with my mother’s estate.
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Single and Over 50? Estate Planning Is a Must

Single and Over 50? Estate Planning Is a Must

POSTED ON: August 15, 2024 BY: Troy Werner
The population of single adults without children aged 50 and over is growing. Estate planning for single people can protect your future quality of life and carry on your wishes when you’re gone.
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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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