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Estate Planning Success Supported by Speaking with Heirs

Estate Planning Success Supported by Speaking with Heirs

POSTED ON: October 24, 2024 BY: Troy Werner
Because we are reluctant to discuss wills, many families only learn what their loved ones want to happen with their property after funeral services, and grief has made everyone fragile. A recent article from Success, “Will Power: Why Transparency in Estate Planning Matters,” explains how family members can share their wishes with loved ones during difficult times. People not used to dealing with large sums of money may not have plans for tax-efficient wealth transfer. This includes parents who have devoted their lives to saving for retirement and need a plan both to use their accumulated wealth and pass it…
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How Does Estate Planning Protect Couples with Big Age Gaps?

How Does Estate Planning Protect Couples with Big Age Gaps?

POSTED ON: October 23, 2024 BY: Troy Werner
Relationships with significant age gaps come with unique rewards and challenges, especially for couples discussing how to manage their estate later in life.
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Why Does A Young Family Need an Estate Plan?

Why Does A Young Family Need an Estate Plan?

POSTED ON: October 22, 2024 BY: Troy Werner
Since a will can be customized to fit the exact needs and desires of a family, there’s no need to leave the future financial stability and personal wellbeing of young children up to the state.
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What's the Difference Between an Heir and a Beneficiary?

What's the Difference Between an Heir and a Beneficiary?

POSTED ON: October 21, 2024 BY: Troy Werner
Learn the crucial differences between heirs and beneficiaries to ensure that your estate is passed down according to your wishes.
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National Estate Planning Awareness Week

National Estate Planning Awareness Week

POSTED ON: October 18, 2024 BY: Troy Werner
National Estate Planning Awareness Week is a reminder to take control of your future by creating an estate plan that protects your family and assets.
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End-of-Year Estate Planning Preparations Start Now

End-of-Year Estate Planning Preparations Start Now

POSTED ON: October 17, 2024 BY: Troy Werner
The year-end 2024 crunch is coming. What should you consider and do now? Many things are happening that affect your estate planning, and you need to evaluate it.
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Changes to Estate Plans After the Death of a Spouse

Changes to Estate Plans After the Death of a Spouse

POSTED ON: October 16, 2024 BY: Troy Werner
The death of a spouse leaves a long list of things to do, all while you’re grieving. It can be tough to know exactly what to tackle first.
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Estate Planning for the Family Vacation Home

Estate Planning for the Family Vacation Home

POSTED ON: October 15, 2024 BY: Troy Werner
There is a lot to consider when deciding what will happen to the vacation property in the event of your demise but there is even more to consider in the event that you would require long-term care.
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How Divorce, Death and Timing Impacted the Results of Shannen Doherty’s Estate Plan

How Divorce, Death and Timing Impacted the Results of Shannen Doherty’s Estate Plan

POSTED ON: October 14, 2024 BY: Troy Werner
Timing is everything, which is certainly the case regarding Doherty’s estate.
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Family Wealth Discussions: How to Talk about Money with Loved Ones

POSTED ON: October 11, 2024 BY: Troy Werner
Family wealth discussions are never easy. Nonetheless, it’s necessary to talk about money with loved ones. Use the right approach to stay on the same page and avoid miscommunication.
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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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