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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 Will Alone Is Not Enough to Avoid Probate: Beyond Basic Estate Planning

A Will Alone Is Not Enough to Avoid Probate: Beyond Basic Estate Planning

POSTED ON: March 11, 2024 BY: Troy Werner
Learn the critical reasons why a will alone is insufficient for a comprehensive estate plan, and why incorporating trusts, beneficiary designations and incapacity planning is essential to ensure a seamless and protected transfer of your assets to your loved ones.
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Do You Need an Estate Plan?

Do You Need an Estate Plan?

POSTED ON: March 10, 2024 BY: Troy Werner
Estate planning is a vital aspect of financial planning that is essential to ensure that one’s assets are protected, loved ones taken care of and the decedent’s wishes are followed.
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Do You Need a Power of Attorney as Part of Your Estate Plan?

Do You Need a Power of Attorney as Part of Your Estate Plan?

POSTED ON: March 9, 2024 BY: Troy Werner
Alarmingly, approximately 50 percent of American adults lack any form of POA, but that is not surprising when you realize that only 45 percent of adults over the age of 55 have a will.
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What Does Your Estate Plan Include Besides a Will?

What Does Your Estate Plan Include Besides a Will?

POSTED ON: March 8, 2024 BY: Troy Werner
When you chose to write a will, you have taken an important step in the direction of planning for your family and beneficiaries.
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Estate Planning after a Divorce: What You Need to Know

Estate Planning after a Divorce: What You Need to Know

POSTED ON: March 7, 2024 BY: Troy Werner
Divorce significantly affects your estate plan. Therefore, it's crucial to take timely action to revise it. If you're going through a divorce or have recently finalized one, it may be time to review and update your estate plan.
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Do I Need a Pour-Over Will?

Do I Need a Pour-Over Will?

POSTED ON: March 6, 2024 BY: Troy Werner
Upon your death, assets held in the living trust can transfer using the trust administration process. Assets held outside of the trust, on the other hand, would need to be addressed in some other way.
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Do You Know How to Probate an Estate?

Do You Know How to Probate an Estate?

POSTED ON: March 5, 2024 BY: Troy Werner
You might have a job or just have retired, and you learn suddenly that your Great Aunt Lucy died and named you executor of her will. How hard could it be you ask to resolve an estate by yourself without professional advice or a competent professional beside you?
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Crafting Your Family's Financial Future: The Power of Family Trusts

Crafting Your Family's Financial Future: The Power of Family Trusts

POSTED ON: March 4, 2024 BY: Troy Werner
Establishing a family trust can be a crucial step in protecting your assets and ensuring the financial well-being of your family. If you’re considering setting up a family trust, contact an experienced estate planning attorney to explore your options and create a plan tailored to your needs.
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What are the Important Steps in the Estate Planning Process?

What are the Important Steps in the Estate Planning Process?

POSTED ON: March 3, 2024 BY: Troy Werner
An estate plan lays out how you want your assets handled at your death or when you’re physically or mentally incapacitated. No wonder most people procrastinate creating one.
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What Questions Should You Ask an Estate Planning Attorney?

What Questions Should You Ask an Estate Planning Attorney?

POSTED ON: March 2, 2024 BY: Troy Werner
Estate planning is not as simple as executing a will.
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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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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.
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