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Top 5 Estate Planning Nightmares You Can Avoid with a Will

Top 5 Estate Planning Nightmares You Can Avoid with a Will

POSTED ON: March 1, 2024 BY: Troy Werner
In the realm of estate planning, a common adage rings true: “Failing to plan is planning to fail.” As an experienced estate planning attorney, I’ve witnessed firsthand the turmoil and heartache that can ensue when individuals neglect the crucial step of…
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Should You Talk with Loved Ones about Your Estate Plan?

Should You Talk with Loved Ones about Your Estate Plan?

POSTED ON: February 29, 2024 BY: Troy Werner
At some point, you’ll want to share your estate plans with your loved ones—and the first step in this process may be to hold a family meeting.
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The Pitfalls of Adding a Child to Your Home's Deed

The Pitfalls of Adding a Child to Your Home's Deed

POSTED ON: February 28, 2024 BY: Troy Werner
While adding a child to your home's deed might seem straightforward to manage your estate, it's fraught with potential problems and complications. This article reviews the implications and alternatives to adding a child to your home’s deed, with the goal of ensuring your estate plan is effective, efficient, and aligned with your long-term intentions.
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Beneficiary Designations Need to Be Updated

Beneficiary Designations Need to Be Updated

POSTED ON: February 27, 2024 BY: Troy Werner
A recent New Jersey Appellate Division decision should remind you to keep track of the designations of all non-probate assets to ensure that they pass in accordance with your testamentary intentions.
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Taxes that Affect an Estate

Taxes that Affect an Estate

POSTED ON: February 26, 2024 BY: Troy Werner
Estate tax and inheritance tax significantly impact an estate’s value. Estate tax is levied on the estate’s total value at death before distribution to beneficiaries. In contrast, inheritance tax is imposed on the beneficiaries based on the value of assets received. Understanding these taxes is critical for effective estate planning…
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Do Not Neglect Digital Estate Planning

Do Not Neglect Digital Estate Planning

POSTED ON: February 25, 2024 BY: Troy Werner
If you don’t have a written plan in place, all sorts of things could snowball, starting with your heirs or caretakers not having log-in credentials to access your online accounts.
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What Is the Purpose of a Living Trust?

What Is the Purpose of a Living Trust?

POSTED ON: February 24, 2024 BY: Troy Werner
A living trust (also called a revocable trust or revocable living trust) can be beneficial to a much broader group of Americans than most people expect.
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When was Your Last Estate Plan Check-Up

When was Your Last Estate Plan Check-Up?

POSTED ON: February 23, 2024 BY: Troy Werner
Like your preventive doctor visits, you should regularly check in on your estate plan to ensure that it’s in good shape for when it’s needed.
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Estate Planning for Blended Families

Estate Planning for Blended Families

POSTED ON: February 22, 2024 BY: Troy Werner
Discover essential estate planning tips for blended families! Ensure fair asset distribution and protect your loved ones with these valuable strategies.
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Establishing an Endowed Scholarship: A Strategic Approach to Charitable Giving in Estate Planning

Establishing an Endowed Scholarship: A Strategic Approach to Charitable Giving in Estate Planning

POSTED ON: February 21, 2024 BY: Troy Werner
Discover the transformative power of endowed scholarships in estate planning. Plan to create a lasting legacy while providing invaluable support for students. From the endowment process to managing tax implications, this article offers insights and strategies for making a meaningful impact.
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Why Our Living Trust Law Firm & Estate Planning Attorneys?

Founded in 1975 by L. Rob Werner, The Werner Law Firm and our dedicated attorneys are available for clients, friends, and family members to receive the legal help they need and deserve. You can trust in our experience and reputation to help navigate you through your unique legal matters.

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 matter, our goal is to make the process easy and understandable. Through our Werner Law Firm Difference, 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 looking into taking care of your estate planning, 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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