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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.

A Hidden Will, a Public Mess What Tony Hsieh’s Estate Teaches Us About Planning Ahead

A Hidden Will, a Public Mess: What Tony Hsieh’s Estate Teaches Us About Planning Ahead

POSTED ON: June 13, 2025 BY: Troy Werner
The estate of Zappos founder Tony Hsieh has taken an unexpected turn—and it’s offering valuable lessons for anyone thinking about their legacy. After years of believing Hsieh died without a will, new court filings reveal that a signed estate plan did exist all along. Unfortunately, no one knew where it was—or that it even existed—until […]
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Top 3 Excuses for Avoiding Estate Planning—and Why They Don’t Hold Up

Top 3 Excuses for Avoiding Estate Planning—and Why They Don’t Hold Up

POSTED ON: June 11, 2025 BY: Troy Werner
Recognizing that estate planning is important is one thing. Actually doing it? That’s where most people hesitate. At The Werner Law Firm, we’ve heard nearly every reason why someone hasn’t gotten around to creating a plan—and we’ve also seen firsthand how devastating the consequences of delay can be. A recent article from MarketWatch, “The top […]
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Celebrity Estate Planning Mistakes—and What You Can Learn from Them

Celebrity Estate Planning Mistakes—and What You Can Learn from Them

POSTED ON: June 9, 2025 BY: April
It’s easy to delay estate planning. After all, no one likes thinking about what will happen after they’re gone. But celebrities who put it off—or didn’t update their plans—left behind a trail of financial chaos, legal challenges, and emotional stress for their families. These real-life stories are powerful reminders that estate planning isn’t just for […]
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The Documents You Should Never DIY: Why Estate Planning Requires a Lawyer

The Documents You Should Never DIY: Why Estate Planning Requires a Lawyer

POSTED ON: June 6, 2025 BY: Troy Werner
In today’s digital world, it may seem easy to download a template and create your own estate planning documents. But when it comes to protecting your health, your wealth, and your family, cutting corners can cause serious complications. As the philosopher Socrates wisely put it: “You don’t know what you don’t know.” That truth rings […]
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Estate Planning for Second Marriages How to Prevent Inheritance Conflicts

Estate Planning for Second Marriages: How to Prevent Inheritance Conflicts

POSTED ON: June 3, 2025 BY: Troy Werner
Blended families can bring a renewed sense of joy and stability, but they also introduce unique estate planning challenges. When one or both spouses have children from prior relationships, it’s crucial to plan ahead to avoid disputes over inheritance that can easily arise without proper legal safeguards. Despite the best of intentions, assumptions that love […]
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What You Really Need to Know About Estate Planning

What You Really Need to Know About Estate Planning

POSTED ON: May 30, 2025 BY: Troy Werner
You don’t need a law degree to understand the essentials of estate planning, but working with an experienced attorney can make all the difference. As highlighted in a recent Pauls Valley Democrat article, “Some real facts about estate planning,” getting the right information can ease anxiety and help you make smart decisions for yourself and […]
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Why Having a Will Is One of the Greatest Gifts You Can Leave Your Family

Why Having a Will Is One of the Greatest Gifts You Can Leave Your Family

POSTED ON: May 28, 2025 BY: Troy Werner
Many estate planning attorneys have seen firsthand the emotional and financial toll that follows when someone dies without having a will. Without clear instructions, surviving loved ones are left to navigate a tangled legal process, often facing unnecessary conflict, delays, and even the possibility of children being placed in foster care. A recent Investopedia article, […]
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What Does a Probate Attorney Do?

What Does a Probate Attorney Do?

POSTED ON: May 26, 2025 BY: Troy Werner
When a loved one passes away, their estate often goes through probate, a legal process that oversees the distribution of assets, resolution of debts and execution of a will. Probate can be time-consuming and complex, especially when multiple heirs, significant assets, or disputes are involved. A probate attorney helps guide executors and beneficiaries through this […]
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Estate Planning as a Shield: Protecting LGBTQ+ Families in Uncertain Times

Estate Planning as a Shield: Protecting LGBTQ+ Families in Uncertain Times

POSTED ON: May 23, 2025 BY: Troy Werner
The political landscape can shift quickly—and with it, the legal protections many families rely on. For LGBTQ+ individuals and families, the possibility of a second Trump administration brings heightened concerns about the future of civil rights, family recognition, and access to healthcare. Estate planning becomes more than a financial strategy in this context. It’s a […]
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Why Estate Planning Isn’t Just for the Wealthy—It’s for Your Family’s Future

Why Estate Planning Isn’t Just for the Wealthy—It’s for Your Family’s Future

POSTED ON: May 22, 2025 BY: Troy Werner
Think estate planning is only for the ultra-wealthy? Think again. One of the biggest misconceptions we hear is that you need to have millions in the bank to create an estate plan. In reality, estate planning is less about wealth and more about preparation, protection, and peace of mind—for yourself and the people you love. […]
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