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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.

Spend Your Golden Years in a Coveted State: Estate Planning Retirement Strategies

Spend Your Golden Years in a Coveted State: Estate Planning Retirement Strategies

POSTED ON: June 6, 2024 BY: Troy Werner
Are you eyeing Florida's sandy beaches, Colorado's stunning landscapes, or Virginia's historical charm for your golden years? This article discusses why estate planning is essential for your golden years and strategies that help secure your retirement.
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What’s the Best Way to Pass the Family Home to Heirs?

What’s the Best Way to Pass the Family Home to Heirs?

POSTED ON: June 5, 2024 BY: Troy Werner
There are many ways to hand down a house—from gifts to outright sales, irrevocable and revocable trusts to wills—each with different benefits and drawbacks.
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Why Unmarried Couples Need Protection of an Estate Plan

Why Unmarried Couples Need Protection of an Estate Plan

POSTED ON: June 4, 2024 BY: Troy Werner
Forgoing the legal entanglement of marriage can lead to troubling outcomes should one member of the couple face incapacity or an untimely death.
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Update Beneficiaries to Protect Assets after Gray Divorce

Update Beneficiaries to Protect Assets after Gray Divorce

POSTED ON: June 3, 2024 BY: Troy Werner
Explore critical steps for updating beneficiaries after a mid to late-life divorce to protect assets and secure loved ones' futures.
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Why You Should Regularly Update Your Will

Why You Should Regularly Update Your Will

POSTED ON: May 31, 2024 BY: Troy Werner
Don't wait for the unexpected or procrastinate when adjusting your will like the late singer, Whitney Houston. Regular updates to your estate plan can protect you and your loved ones from future complications.
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Unlocking the Potential of Small Estate Probate

Unlocking the Potential of Small Estate Probate

POSTED ON: May 30, 2024 BY: Troy Werner
This article explores small estate probate, what it is, why it’s beneficial and ways to qualify.
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How to Plan for Beneficiaries with Disabilities

How to Plan for Beneficiaries with Disabilities

POSTED ON: May 29, 2024 BY: Troy Werner
Planning for disabled beneficiaries is important, not only for those beneficiaries with known disabilities but also for those who may be disabled at the time of the decedent’s death.
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Maximizing Tax-Free Giving to Children: Estate Planning Strategies for Affluent Parents

Maximizing Tax-Free Giving to Children: Estate Planning Strategies for Affluent Parents

POSTED ON: May 28, 2024 BY: Troy Werner
Affluent estate owners are opting to support their children and grandchildren financially during their lifetimes. We explore three strategies that can maximize tax-free giving to consider in your estate planning.
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Will I Need to Pay Taxes on Inheritance?

Will I Need to Pay Taxes on Inheritance?

POSTED ON: May 27, 2024 BY: Troy Werner
Whether it’s the result of family drama or a failure to update a last will and testament, people sometimes find themselves left out of a loved one’s will.
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How Do I Create an End-of-Life Plan?

How Do I Create End-of-Life Plan?

POSTED ON: May 24, 2024 BY: Troy Werner
Research shows that fewer than one-third of U.S. residents have advanced-care directives or detailed medical instructions in case they can’t communicate their own wishes.
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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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