Wills, Trusts & Probate Law Blog

Home » Blog
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.
Read More
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.
Read More
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…
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
What Is Another Name for Letters of Testamentary?

What Is Another Name for Letters of Testamentary?

POSTED ON: February 20, 2024 BY: Troy Werner
A letter of testamentary is created by the probate court for the executor or personal administrator of an estate.
Read More
Estate Planning for Unmarried Couples or Non-Traditional Families

Estate Planning for Unmarried Couples or Non-Traditional Families

POSTED ON: February 19, 2024 BY: Troy Werner
Estate planning is essential for unmarried couples and non-traditional families, offering vital protection and recognition for partners and loved ones. This article explores key elements, from wills and trusts to tax implications and blended family considerations, tailored to the unique needs of these groups. By working with experienced estate planning professionals, individuals can ensure their wishes are honored and their families are safeguarded, regardless of marital status or family structure.
Read More

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.

Book an Initial Call Now

Join Our eNewsletter and our Texas Estate Planning and Probate Blog Digest

Werner Law Firm logo
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.
Some of the areas we serve:
Estate Planning
Avoiding Probate
Living Trusts
The Werner Law Firm TX, PLLC
5 Cowboys Way, Suite 300
Frisco, TX 75034
Get Directions
IMS - Estate Planning and Elder Law Practice Growth Advisors
Powered by