Werner Law Firm, Author at Werner Law Firm

Articles posted by Werner Law Firm

Estate Litigation - Werner Law Firm

6 Steps To Help Avoid Estate Litigation

Estate litigation can be a huge endeavor. It’s no small thing to prepare the necessary documentation, and do the actual planning. Planning an estate can be a huge and cumbersome endeavor. It’s no small thing to prepare the necessary documentation, get everything notarized, and amend all the necessary ownership papers, not to mention do the

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Setting Up a Living Trust in 4 Easy Steps - Werner Law Firm

Setting Up a Living Trust in 4 Easy Steps

Maybe you want to avoid probate. Or maybe you need a contingency plan for your family’s financial health. Or maybe, you are just a very cautious person and feel that a trust would be much more flexible than a simple will. But setting up a living trust and planning to create one are two different

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How a Dynasty Trust Works + Key Considerations - Werner Law Firm

How a Dynasty Trust Works + Key Considerations

Wealth transfer does not have to be exceptionally complicated nor prohibitively expensive. But you do need to plan more than just telling your family in advance whom you’d like to have inherited the car, house, or bank accounts. Estate planning exists as a branch of legal tools to help those with an estate of any

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What Does a Family Trust Do? - Werner Law Firm

What Does a Family Trust Do?

But transferring what we owned in life to our surviving kin in death is easier said than done. We cannot hold onto much of what we own after we die. Condos and homes aren’t the property of the dead, and beyond what we literally take into the grave, every material possession under our name must

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Conservatorship California Must-Knows - Werner Law Firm

Conservatorship California Must-Knows

The controversial conservatorship California case of Britney Spears is back in the news cycle, with her continued efforts to reclaim control over her life after her conservatorship began in 2008. Regardless of how you might feel about that case – even after the fact that conservatorships are a matter of public record, it’s still very

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What Is a Marital Trust, How Does It Work? - Werner Law Firm

What Is a Marital Trust, How Does It Work?

Trusts serve to transfer assets from one person to another with certain special benefits and privileges that might not otherwise be available. For example, outright gifting property to a loved one would incur a massive tax on their part and severely cut into your own gift tax exemptions. In addition, transferring a home to a

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Must-Know Facts About California Inheritance Law - Werner Law Firm

Must-Know Facts About California Inheritance Law

When we die, we leave something behind for our loved ones to inherit. The basics of how inheritance law works remain the same throughout the United States. Our property and assets are distributed to our loved ones. Certain documents prepared before death (also known as an estate plan) can further specify how we want our

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The Perils of Online Estate Planning - Werner Law Firm

The Perils of Online Estate Planning

It’s never been easier to get things done online than today, given that there’s an app for nearly everything. But there are still a few cases where it’s a good idea to forego convenience for the sake of quality. Estate plans are one of these things. While it may be tempting to give online estate

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Leaving a Lasting Legacy of Generational Wealth - Werner Law Firm

Leaving a Lasting Legacy of Generational Wealth

Most inheritance plans that revolve around preserving and growing generational wealth fail. This is partly because most estate plans do not adequately prepare the living for the intents and wishes of the dead. Time and time again, heirs and beneficiaries lament their parents’ lack of proper communication and planning and struggle to effectively manage the

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