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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.

When Should I Start Doing Estate and Tax Planning?

When Should I Start Doing Estate and Tax Planning?

POSTED ON: October 10, 2024 BY: Troy Werner
Estate planning helps ensure that your assets will be managed and distributed according to your wishes, regardless of your financial situation.
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Are Your Passwords Protected as Well as Your Estate?

Are Your Passwords Protected as Well as Your Estate?

POSTED ON: October 9, 2024 BY: Troy Werner
Phone and computer passwords, crypto wallets, investment portfolios, mobile banking passcodes and even social media credentials also need a place to go when you die.
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Curated a Collection? You Need an Estate Plan for It

Curated a Collection? You Need an Estate Plan for It

POSTED ON: October 8, 2024 BY: Troy Werner
So the pitch that anyone with a collection needs to hear is this: Your wine needs an estate plan, because it's not going to drink itself.
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The Importance of Estate Planning for Non-Citizens with U.S. Assets

The Importance of Estate Planning for Non-Citizens with U.S. Assets

POSTED ON: October 7, 2024 BY: Troy Werner
Estate planning is crucial for non-citizens with U.S. assets to minimize potential tax burdens.
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Guarding Women's Wealth with Estate Planning

Guarding Women's Wealth with Estate Planning

POSTED ON: October 4, 2024 BY: Troy Werner
Active wealth and estate planning strategies are essential for senior women to safeguard their financial future from challenges related to longer lifespans and income and career gaps.
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What Happens to Digital Assets when You Die?

What Happens to Digital Assets when You Die?

POSTED ON: October 3, 2024 BY: Troy Werner
Nobody wants to leave heirs a confusing collection of files they can’t open, accounts they can’t access and assets they can’t locate.
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What Bruce Willis' Dementia Diagnosis Teaches Caregivers

What Bruce Willis' Dementia Diagnosis Teaches Caregivers

POSTED ON: October 2, 2024 BY: Troy Werner
A head start on estate planning can help you prepare for risks, like dementia. By documenting your legal and financial wishes early, you can safeguard your wishes and provide clarity to loved ones.
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Tax Implications of Estate Planning and Maximizing Loved Ones' Inheritance

Tax Implications of Estate Planning and Maximizing Loved Ones' Inheritance

POSTED ON: October 1, 2024 BY: Troy Werner
Estate planning isn't just about dividing assets—it's about minimizing taxes and maximizing the inheritance that your loved ones receive.
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Michael Jackson’s Estate Continues to Unwind

Michael Jackson’s Estate Continues to Unwind

POSTED ON: September 30, 2024 BY: Troy Werner
When Michael Jackson died in 2009, he left a complicated legacy. However, one thing remains true: The King of Pop's music still generates millions of dollars every year.
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LGBTQIA+ Estate Planning Essentials

LGBTQIA+ Estate Planning Essentials

POSTED ON: September 27, 2024 BY: Troy Werner
Estate planning is not just about protecting assets—it's about securing your loved ones' future. LGBTQIA+ couples face unique challenges and need tailored solutions.
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Why Our Living Trust Law Firm & Estate Planning Attorneys?

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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