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It is important to keep up with estate planning news because changes in laws, regulations, and tax codes can significantly impact an individual's estate plan. Staying informed on current estate planning news can help individuals and families make informed decisions about their estate plans, ensure that their plans remain up-to-date and effective, and take advantage of new planning opportunities or strategies that may arise. Additionally, estate planning news may provide insights into broader economic trends or market conditions that could affect an individual's financial planning and wealth management strategies. Overall, staying informed on estate planning news can help individuals protect and preserve their assets, minimize taxes, and achieve their long-term financial goals.

Read our news articles and stay up to date on estate planning.

7 Estate Planning Strategies to Implement in 2021 - Werner Law Firm

7 Estate Planning Strategies to Implement in 2021

POSTED ON: January 30, 2021 BY: Troy Werner
Estate planning strategies are something people rarely think about – we do not tend to dwell on the consequences of our deaths or what might happen to our families if we are gone. However, despite a deadly pandemic, less than a third of Americans have a will, and even fewer have a personalized, comprehensive estate […]
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Estate and Gift Tax Update for 2021 - Werner Law Firm

Estate and Gift Tax Update for 2021

POSTED ON: January 4, 2021 BY: Troy Werner
Since the Tax Cuts and Jobs Act of 2017, the federal estate tax exemption limit has doubled from $5 million per individual to $10 million per individual (indexed for inflation). This means that the estate and gift tax exemption limit in 2021 will be $11.7 million in 2021, up from $11.58 million in 2020. This […]
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2020 Estate Planning Documents Checklist - Werner Law Firm

2020 Estate Planning Documents Checklist

POSTED ON: January 29, 2020 BY: Troy Werner
As we deal with this crisis, it is as good a moment as ever to take stock of your current estate planning documents. If you do not have an estate plan, then this is the time for you to set one up. Despite the term, estate plans are not just all about your estate. More […]
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With the New Year Upon Us, It's Time Revisit Your Estate Plan - Werner Law Firm

With the New Year Upon Us, It's Time Revisit Your Estate Plan

POSTED ON: January 20, 2020 BY: Troy Werner
As we enter a new decade, we gather to set our goals for the year and reflect on the progress made in the last 12 months. Just as it is time for a little spring cleaning, it might also be the perfect time of the year to revisit a crucial element of your family’s financial […]
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Four Tax Changes to Know to Avoid a Surprise in 2019 - Werner Law Firm

Four 2019 Tax Changes to Know

POSTED ON: January 28, 2019 BY: Troy Werner
It can be frustrating and work-intensive enough to plow through tax preparation. But completing the forms, then having to redo the work because you weren’t aware of tax law changes is even worse. Knowing current 2019 tax law is the best way to avoid either slipping up on your return or making costly, time-consuming mistakes. […]
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New Tax Law Changes for Itemized Deductions - Werner Law Firm

New Tax Law Changes for Itemized Deductions

POSTED ON: May 10, 2018 BY: Troy Werner
The current tax reform bill signed into law by President Trump earlier last year and gone into effect starting this year (2018), has made significant changes to quite a few different types of taxes – not just for individuals, but for businesses, estates, and tax-exempt organizations like charities. Named the Tax Cuts and Jobs Act […]
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New Estate and Gift Tax Law: Looking Ahead - Werner Law Firm

New Estate and Gift Tax Law: Looking Ahead

POSTED ON: April 9, 2018 BY: Troy Werner
Last year’s unveiled new tax plan changed the game for 2018 and onwards, taking significant steps to diminish the power and reach of the estate tax and make changes to the gift tax. Eliminating the one and raising exemptions for the other have long been goals for the Republican party, and while the President’s campaign […]
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The New U.S. Tax Law Must-Knows | Werner Law Firm

The New U.S. Tax Law Must-Knows

POSTED ON: February 26, 2018 BY: Troy Werner
The new Republican 2018 US tax law has fought a political battle to be here, and has seen much opposition and criticism by both the public and select economists, but the pessimism surrounding the GOP’s new tax law is unfounded and may even be misleading. Regardless of whether you cash in your checks or run […]
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Awarded "Best of SCV" for 8 Years in a Row - Werner Law Firm

Awarded "Best of SCV" for 8 Years in a Row

POSTED ON: July 21, 2017 BY: Troy Werner
Werner Law Firm and our team of Santa Clarita attorneys are always looking for the best way to bring our clients the best results for their legal cases and concerns. We are excited and proud to announce that we have received several professional awards and distinctions this year due to our effort, dedication, skill, and […]
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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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