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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.

Why Estate Planning Is Essential for Small Business Owners

Have You Had the Estate Planning Talk with Your Adult Children?

POSTED ON: April 25, 2024 BY: Troy Werner
Estate planning can be a sensitive topic for families to talk about. Here's how to get past the awkwardness and discuss estate planning with your family.
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How Can I Minimize Taxes During Retirement?

How Can I Minimize Taxes During Retirement?

POSTED ON: April 24, 2024 BY: Troy Werner
Take time to consider the tax impact of your financial decisions and speak to a professional to make sure you don’t pay more than anticipated during your non-working years.
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Why Estate Planning Is Essential for Small Business Owners

Why Estate Planning Is Essential for Small Business Owners

POSTED ON: April 23, 2024 BY: Troy Werner
Your business, likely your most valuable asset, deserves careful consideration within your estate plan to ensure a smooth transition of ownership and management in the event of incapacity or death.
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Estate Planning Strategies to Care for Aging Parents

Estate Planning Strategies to Care for Aging Parents

POSTED ON: April 22, 2024 BY: Troy Werner
An estate plan with wealth preservation, long-term care and medical directives strategies provides clarity and guidance to loved ones on aging parents' wishes, while retaining control for aging parents over financial and health-related matters.
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Estate Planning for Gen Xers and Aging Parents For Financial Peace of Mind

Estate Planning for Gen Xers and Aging Parents: For Financial Peace of Mind

POSTED ON: April 19, 2024 BY: Troy Werner
Many Generation Xers are in a unique position, “sandwiched” between raising their children and caring for aging parents. A proactive estate plan can help alleviate financial burdens and smooth aging parents' path into retirement for both generations.
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Estate Plans and the Rising Need For Elder Law and Advance Care Planning as We Age

Estate Plans and the Rising Need For Elder Law and Advance Care Planning as We Age

POSTED ON: April 18, 2024 BY: Troy Werner
Elder law attorneys help seniors protect their life savings for future generations and plan for long-term care by empowering individuals to navigate the journey of aging with dignity, security, and peace of mind.
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Aging Baby Boomers Highlight Significance of Elder Law in Estate Planning

Aging Baby Boomers Highlight Significance of Elder Law in Estate Planning

POSTED ON: April 17, 2024 BY: Troy Werner
The fact that many baby boomers lack the robust pension and Social Security benefits enjoyed by their predecessors underscores the importance of working with an elder law attorney to plan for financing long-term care and guarding existing assets as they age.
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The Surprising Ways Trusts Future-Proof Your Estate Plan, Providing Flexibility and Intention

The Surprising Ways Trusts Future-Proof Your Estate Plan, Providing Flexibility and Intention

POSTED ON: April 16, 2024 BY: Troy Werner
In a season of economic unease, inflation, and changing state laws, strategies like trusts, trust protectors, and a clear purpose statement in your estate plan ensure that your assets and values transfer according to your wishes.
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Select Estate Planning for a Taxing Inheritance Estate Planning for a Taxing Inheritance

Estate Planning for a Taxing Inheritance

POSTED ON: April 15, 2024 BY: Troy Werner
Inheriting a pre-tax IRA may be less beneficial than the parent intends.
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Can Estate Planning Address ‘Third Generation Curse?’

Can Estate Planning Address ‘Third Generation Curse?’

POSTED ON: April 12, 2024 BY: Troy Werner
Thorough communication with heirs about values and various elements of your estate plan could help younger generations better manage their inherited wealth.
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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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