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Use an AB Living Trust to Maximize Your Estate Tax Exemptions

Use an AB Living Trust to Maximize Your Estate Tax Exemptions

POSTED ON: November 30, 2022 BY: Troy Werner
Trusts and estate plans can get incredibly complicated, so let us break the AB living trust down into its most basic moving parts. AB living trusts are a two-part trust process involving the creation of an A trust (the marital trust) and a B trust (the bypass trust). Both trusts ensure that the wealth accrued […]
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What Happens to Credit Card Debt When You Die - Werner Law Firm

What Happens to Credit Card Debt When You Die?  

POSTED ON: November 25, 2022 BY: Troy Werner
When a person dies, their belongings pass onto the living. There’s little you can take beyond the grave with you, and few of those things may be substantial assets, such as a home or investment property. As such, creditors and lenders – particularly those you owe – can turn towards the remnants of what material […]
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Form 706: Guide to Filling Out the Estate Tax Return - Werner Law

Form 706: Guide to Filling Out the Estate Tax Return

POSTED ON: November 22, 2022 BY: Troy Werner
Estate taxes are a dangerous and scary buzzword – some tax professionals, accountants, politicians, and media figures have even taken to calling them death taxes. But they currently only affect a fraction of a percent of the American population. Could that change soon? Estates receive the federal estate tax when their total value is higher […]
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What Are the Power of Attorney Types in California? - Werner

What Are the Power of Attorney Types in California?

POSTED ON: November 16, 2022 BY: Troy Werner
A power of attorney is a specialized legal document that grants a chosen individual – the agent – the ability to act in the document creator’s name – the principal – in a full or limited capacity for as long as the document specifies, and there is four notable power of attorney types in California. […]
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Guide to Community Property With Right of Survivorship - Werner

How Community Property With Right of Survivorship Avoids Probate

POSTED ON: November 11, 2022 BY: Troy Werner
Everything we own in life must be distributed among the living in death. There's very little you can take with you into the afterlife, by law – and multiple unique processes are in place for supervising the accumulation, valuation, and eventual distribution of a person's belongings or estate after death. One of these properties in […]
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Holographic Wills Criteria for Handwritten Wills - Werner Law Firm

Holographic Wills: Criteria for Handwritten Wills

POSTED ON: November 4, 2022 BY: Troy Werner
Only about a third of adult Americans have a will, let alone a comprehensive estate plan. Yet not all wills are made equal. Some wills are more "effective" than others, and some wills, despite their best intentions, might never be validated. Some wills are valid in certain states and completely useless in others. One of […]
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What Are the Different Types of Nonprobate Assets - Werner Law

What Are the Different Types of Nonprobate Assets?  

POSTED ON: October 31, 2022 BY: Troy Werner
The probate process begins after a person dies when a probate court must track, value, and distribute their assets and the contents of their estate. Meanwhile, probate courts also oversee the fulfillment of a decedent's final obligations, such as their last tax return, the resolution of outstanding debts, and ancillary processes for out-of-state assets. However, […]
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5 Strategies for Reducing Inheritance Tax - Werner Law Firm

5 Strategies for Reducing Inheritance Tax

POSTED ON: October 24, 2022 BY: Troy Werner
Money may be the last thing on your mind when your loved one passes away, but it is often at the top of the state's concerns due to the estate and inheritance tax. When a taxpayer dies, an invisible timer kicks off before their probate process begins – usually through the petition of a loved […]
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Whe a loved one passes away.

What Do I Need to Do When a Loved One Dies?

POSTED ON: October 24, 2022 BY: Troy Werner
It’s easy to overlook an important task after a spouse or other loved one passes away – like retitling assets. It’s a little thing with big ramifications. Follow this checklist to help make a challenging time less confusing.
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Guidelines for Estate Trustees - Werner Law Firm

Guidelines for Estate Trustees

POSTED ON: October 18, 2022 BY: Troy Werner
Estate trustees are individuals in charge of managing a trust after the trust's creator (the grantor) has died. In most cases, these trustees are successor trustees because the living trust tends to be structured, so the grantor is also the first managing trustee. Estate trustees are part of the crucial trinity of individuals that make […]
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Founded in 1975 by L. Rob Werner and serving California for over 48 years, 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.

Whether you need help creating a living trust or navigating probate, our living trust law firm's compassionate team of estate planning lawyers and probate lawyers are here to help you and ready to answer your questions.

Our goal is to make your case as easy as possible for you. 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 case, our goal is to make the process easy and understandable. We cannot change the fact that probate is a long and complicated process, but through our Werner Law Firm Difference, we strive to go out of our way to keep you informed of your case through every step of the way. We are constantly refining our processes and procedures for a more streamlined and calm client experience. 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 dealing with a legal matter, 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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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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