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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.

Role of Estate Planning for the Great Wealth Transfer

Role of Estate Planning for the Great Wealth Transfer

POSTED ON: August 29, 2024 BY: Troy Werner
The Great Wealth Transfer” is a significant event affecting millions of families. Proper estate planning is crucial to navigate this transition smoothly and to preserve your legacy.
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How to Order a Death Certificate after the Passing of a Loved One

How to Order a Death Certificate after the Passing of a Loved One

POSTED ON: August 28, 2024 BY: Troy Werner
Obtaining a death certificate is crucial after the death of a loved one. It’s a necessary step toward settling their affairs and handling the probate process.
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Is It a Good Idea to Convert IRA to a Roth?

Is It a Good Idea to Convert an IRA to a Roth?

POSTED ON: August 27, 2024 BY: Troy Werner
Retirement savers can reap benefits in the conversion if they are able to pay a tax now.
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Can You Prepare for the Unexpected in Life?

Can You Prepare for the Unexpected in Life?

POSTED ON: August 26, 2024 BY: Troy Werner
Remember, even ‘Superman’ Christopher Reeve didn't think he would fall off a horse, and it changed his life forever. Always be prepared.
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Estate Planning for Digital Wealth

Estate Planning for Digital Wealth

POSTED ON: August 23, 2024 BY: Troy Werner
Implementing these legal strategies can ensure that your digital assets remain secure and preserve those gains for future generations.
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Select What a First-Time Executor Needs to Know What a First-Time Executor Needs to Know

What a First-Time Executor Needs to Know

POSTED ON: August 22, 2024 BY: Troy Werner
After relatives die, there is a tedious, messy process of managing what they leave behind. Relationships can suffer in the aftermath.
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Is Estate Planning Just for Wealthy People?

Is Estate Planning Just for Wealthy People?

POSTED ON: August 21, 2024 BY: Troy Werner
Proper estate planning will organize your financial affairs, so your heirs will not be left with a complicated mess after you are gone.
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Back to School Planning to Protect Your Kids

Back to School Planning to Protect Your Kids

POSTED ON: August 20, 2024 BY: Troy Werner
Ensure that your children's futures are secure by starting a comprehensive estate plan during back-to-school time. Schedule a consultation today.
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Single and Over 50? Estate Planning Is a Must

Single and Over 50? Estate Planning Is a Must

POSTED ON: August 19, 2024 BY: Troy Werner
The population of single adults without children aged 50 and over is growing. Estate planning for single people can protect your future quality of life and carry on your wishes when you’re gone.
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Can You Get Around Probate?

Can You Get Around Probate?

POSTED ON: August 16, 2024 BY: Troy Werner
If I knew then what I know now about probate, I’d have done more to avoid the process altogether with my mother’s estate.
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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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