Wills, Trusts & Probate Law Blog

Should an AB Trust Be Part of Your Estate Plan? - Werner Law Firm

Should an AB Trust Be Part of Your Estate Plan?

AB trusts are an increasingly uncommon albeit valuable type of living trust, specialized for wealth preservation, tax avoidance, and long-term financial planning. At its core, an AB trust requires a married couple to file a two-part trust scheme that utilizes the individual tax exemption limits to create a tax-free inheritance for their ultimate beneficiaries. AB trusts are not …

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How California Determines Affidavit of Heirship - Werner Law

How California Determines Affidavit of Heirship

When we die, everything we leave behind must be transferred and distributed among the living. Yet we do not all distribute our financial and material legacy equally. Some people utilize estate plans to determine distribution, drafting different documents to establish a succession order among heirs and beneficiaries, designate beneficiaries for specific assets, hold certain assets …

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What Should Be Included in a Simple Will? - Werner Law

What Should Be Included in a Simple Will?

The quintessential cornerstone of nearly any estate plan is the will. It is the first document that comes to mind when we talk about inheritance and bequeathment, and it is a versatile tool with the ability to distribute property and assets, name guardians for our minor dependents, and even make note of funerary wishes. Dying …

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6 Key Estate Planning Questions to Ask Your Attorney - Werner Law

6 Key Estate Planning Questions to Ask Your Attorney

Despite popular opinion, the benefits of estate planning are not limited to the rich and powerful. Taking care of your estate before death not only ensures a quick and painless transition for your loved ones but can avoid unwanted or awkward situations in complex cases, including owning properties in separate states, outdated or misinformed beneficiary …

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