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What are the Basics of Trusts?

What are the Basics of Trusts?

POSTED ON: July 29, 2023 BY: Troy Werner
When you think of a trust, you may have visions of contentious family gatherings in an attorney’s office after the death of a patriarch or matriarch. And sure, why not add sibling rivalries on par with the Roy family of Succession fame to keep things interesting?
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It Can Take Time to Learn About Inheritance in Probate

It Can Take Time to Learn about Inheritance in Probate

POSTED ON: July 28, 2023 BY: Troy Werner
You may not always know it if you have an inheritance coming. And in some cases, you may not even know the individual has passed on.
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Pros and Cons of a Will vs. a Trust

Pros and Cons of a Will vs. a Trust

POSTED ON: July 28, 2023 BY: Troy Werner
Either a will or trust can be the foundation of your estate plan. If it’s a trust, it’s usually a revocable living trust.
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What To Do With An Inheritance? Read This Helpful Guide - Werner Law

What To Do With An Inheritance? Read This Helpful Guide

POSTED ON: June 23, 2023 BY: Troy Werner
An inheritance is often more than just a financial windfall – it can range from a meaningful and deeply sentimental farewell from a loved one to an opportunity for a significant turning point in the trajectory of the beneficiary’s life. But with the inheritance of wealth comes immense pressure, as well as responsibility – especially […]
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Choosing a California Trust and Estate Attorney - Werner Law

Choosing a California Trust and Estate Attorney That's Right For You

POSTED ON: June 20, 2023 BY: Troy Werner
Only about a third of US adults have an estate plan of any kind. The other two-thirds will have to distribute their lifetime earnings and assets as per state law – and according to each state’s individual succession rules. However, perhaps more importantly, the majority of US adults have not communicated their end-of-life wishes with […]
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Understanding Asset Protection Strategies in California - Werner Law

Understanding Asset Protection Strategies in California

POSTED ON: June 16, 2023 BY: Troy Werner
Whether it’s the divorce rate, aggressive creditors, or a predatory lawsuit, it makes sense to think about insuring your most valuable assets – especially from the threat of an unfortunate legal judgment. California is one of the most litigious states in the country. California is also one of the wealthiest states in the country, and […]
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When is Probate Required? Tips to Keep in Mind - Werner Law

When is Probate Required? Tips to Keep in Mind

POSTED ON: June 14, 2023 BY: Troy Werner
When is probate required? When a person dies, their belongings must be distributed among the living – in most cases, at least. It’s rare for someone to take something to the grave with them, in the style of the ancient Egyptians. And legally, the dead cannot own anything. However, how do you determine who gets […]
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What is a Survivor's Trust and How It Stands Out From Other Trusts - Werner Law

What is a Survivor's Trust and How It Stands Out From Other Trusts

POSTED ON: June 13, 2023 BY: Troy Werner
A survivor’s trust is one part of a joint trust strategy, usually between married couples. Also known as a survivorship trust, or a spousal trust, a survivor’s trust is created when the first spouse passes away, as part of an estate planning technique usually utilized to minimize estate taxes and provide the surviving spouse with […]
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Wrongful Death Settlements Handled in California - Werner Law

How Are Wrongful Death Settlements Handled in California?

POSTED ON: June 6, 2023 BY: Troy Werner
How are wrongful death settlements handled in the state of California? In California, much like the rest of the United States, a wrongful death is a type of claim that can be brought against a person or an entity who is alleged to have caused a wrongful death – meaning, their inaction, ineptitude, or negligence […]
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Overview of Inheritance Laws by State - Werner Law

Overview of Inheritance Laws by State

POSTED ON: May 25, 2023 BY: Troy Werner
Inheritance laws by state govern much more than just who gets what. The portion of the law dedicated to inheritance invariably overlaps with systems of ownership, marriage, and taxation, to name just a few. Let us take it from the top.  The Three Systems The history of the United States, short as it may be […]
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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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