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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.

The Hidden Risks of Adding Your Child as a Life Insurance Beneficiary

The Hidden Risks of Adding Your Child as a Life Insurance Beneficiary

POSTED ON: April 1, 2024 BY: Troy Werner
Discover why adding your child as a life insurance beneficiary has inherent risks and explore how trusts and appointing a legal guardian can best ensure that your child’s future is secure.
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What Women Preparing for Retirement Need to Know

What Women Preparing for Retirement Need to Know

POSTED ON: March 29, 2024 BY: Troy Werner
Women live longer than men and generally make less money. This affects how they should prepare for retirement.
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Navigating the Estate Tax: What Every Family Should Know

Navigating the Estate Tax: What Every Family Should Know

POSTED ON: March 28, 2024 BY: Troy Werner
By staying informed about the federal estate tax exemption thresholds and employing strategic planning techniques, you can ensure your estate is passed on to your heirs as efficiently as possible.
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How Should a Single Person Create an Estate Plan?

POSTED ON: March 27, 2024 BY: Troy Werner
Estate planning for singles: make a will, draft a durable power-of-attorney, name an attorney-in-fact, and a health care proxy.
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Crummey Trusts: A Strategic Approach to Gifting for Your Children's Future

Crummey Trusts: A Strategic Approach to Gifting for Your Children's Future

POSTED ON: March 26, 2024 BY: Troy Werner
Learn how to qualify for the annual gift tax exclusion by maximizing the benefits of a Crummey trust. Understand withdrawal power and more.
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Maximizing Your Legacy 2024 Estate Planning Opportunities

Maximizing Your Legacy: 2024 Estate Planning Opportunities

POSTED ON: March 25, 2024 BY: Troy Werner
Use tax season to review income and expenses from 2023 and set new financial goals for 2024 to maximize opportunities.
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When Should Gift Tax Return Be Filed?

When Should Gift Tax Return Be Filed?

POSTED ON: March 22, 2024 BY: Troy Werner
There are many people who know estate planning quite well but draw blanks when issues about gift tax returns are raised.
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Understanding Marital Trusts in Your Estate Plan

Understanding Marital Trusts in Your Estate Plan

POSTED ON: March 21, 2024 BY: Troy Werner
A marital trust is a complex estate planning tool that should be crafted carefully. Because of its tax benefits, you should work closely with an experienced estate planning attorney to establish the marital trust properly.
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Four Reasons Why You Need an Estate Plan Even If You Aren't Wealthy

Four Reasons Why You Need an Estate Plan Even If You Aren't Wealthy

POSTED ON: March 20, 2024 BY: Troy Werner
Estate planning might sound like something for wealthy people with huge beach houses and billions in the bank. However, the truth is that estate planning is something we all need to think about to protect ourselves and loved ones.
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Estate Planning for Young Adults: Navigating Your Future with Confidence

Estate Planning for Young Adults: Navigating Your Future with Confidence

POSTED ON: March 19, 2024 BY: Troy Werner
Estate planning isn't just for the elderly or the wealthy. Find out why young adults must start their estate planning early and what documents they should include.
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Founded in 1975 by L. Rob Werner, The Werner Law Firm and our dedicated attorneys are available for clients, friends, and family members to receive the legal help they need and deserve. You can trust in our experience and reputation to help navigate you through your unique legal matters.

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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