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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.

What Happens When Blended Families Ignore Estate Planning?

What Happens When Blended Families Ignore Estate Planning?

POSTED ON: July 4, 2024 BY: Troy Werner
In standard estate plans, a surviving spouse often has no legal obligation to stepchildren.
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How Your Estate Plan Addresses More Than Money

How Your Estate Plan Addresses More than Money

POSTED ON: July 3, 2024 BY: Troy Werner
Contemplating your death may not warrant a spot at the top of your priority list—but writing your will should.
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Planning Your Own Funeral Eases the Burden for Your Loved Ones

Planning Your Own Funeral Eases the Burden for Your Loved Ones

POSTED ON: July 2, 2024 BY: Troy Werner
By considering these aspects of funeral planning now, you can provide a final gift to your loved ones—a well-thought-out plan that eases their load during a difficult time.
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Trusts Prevent Delays for Loved Ones

Trusts Prevent Delays for Loved Ones

POSTED ON: July 1, 2024 BY: Troy Werner
Your family may struggle to get the money you leave them if it gets caught in probate. Set up a trust to ensure that your loved ones are secure, even when you're gone.
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Trust Terms: A Guide to How Trusts are Created and Distributed

Trust Terms: A Guide to How Trusts are Created and Distributed

POSTED ON: June 28, 2024 BY: Troy Werner
Learn the steps and key terms for trust creation and administration from asset selection to drafting with an attorney to the trustee's financial and administrative obligations.
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Challenging a Will: What to Do If You Believe Your Inheritance Is Incorrect

Challenging a Will: What to Do If You Believe Your Inheritance Is Incorrect

POSTED ON: June 27, 2024 BY: Troy Werner
Dealing with inheritance issues? Learn your rights and how to contest a will and preserve your loved one’s wishes.
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What Happens If You Inherit a Parent’s House?

What Happens If You Inherit a Parent’s House?

POSTED ON: June 26, 2024 BY: Troy Werner
Inheriting a house is a process that should begin well before a parent dies. While discussing end-of-life topics can be uncomfortable, the conversations must happen before it’s too late.
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Is It Important to have a Will?

Is It Important to have a Will?

POSTED ON: June 25, 2024 BY: Troy Werner
While discussing end-of-life wishes can be difficult, working with your attorney to draft a will should be a top priority. However, far too many of us avoid this task.
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Stay-at-Home Parents Need an Estate Plan

Stay-at-Home Parents Need an Estate Plan

POSTED ON: June 24, 2024 BY: Troy Werner
However, stay-at-home parents often are overlooked, although they generally need the most intentional planning because of the many roles that they have within the home.
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Aging Well Priorities and the Need to Reauthorize the Older Americans Act

Aging Well Priorities and the Need to Reauthorize the Older Americans Act

POSTED ON: June 21, 2024 BY: Troy Werner
Ensuring older adults’ wellbeing as lawmakers and individual citizens is crucial. Learn how advocates and good estate planning promote aging well.
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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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