Wills, Trusts & Probate Law Blog

Home » Blog
Estate Planning and Tax Planning for Business Owners

Estate Planning and Tax Planning for Business Owners

POSTED ON: October 25, 2023 BY: Troy Werner
This article will explore key considerations and actionable insights for business owners to reduce their tax burden, protect their assets and facilitate a smooth wealth transition.
Read More
What’s Most Important in Estate Planning?

What’s Most Important in Estate Planning?

POSTED ON: October 24, 2023 BY: Troy Werner
In the next decade, 15% of American adults expect to receive an inheritance, according to the latest findings from the New York Life Wealth Watch survey. However, they’re not all confident they’ll be able to manage the funds. On average, adults who expect to receive an inheritance anticipate receiving $740,000. However, just 42% feel very comfortable handling that new wealth.
Read More
Where Should I Store My Will?

Where Should I Store My Will?

POSTED ON: October 23, 2023 BY: Troy Werner
Aretha Franklin did what she was supposed to in drawing up a last will and testament, but a crucial mistake left her multimillion-dollar estate in chaos.
Read More
Estate Plan can Ease Anxiety and Confirm Legacy

Estate Plan can Ease Anxiety and Confirm Legacy

POSTED ON: October 20, 2023 BY: Troy Werner
Preparing for the future supports the causes you believe in and provides peace of mind for you and your heirs.
Read More
Have Estate Plan Checkup before Heading to Warmer Winter

Have Estate Plan Checkup before Heading to Warmer Winter

POSTED ON: October 19, 2023 BY: Troy Werner
If you are headed somewhere warm to spend the winter months, you will want to be sure you have everything in order before you go.
Read More
What Is Joint Life Insurance?

What Is Joint Life Insurance?

POSTED ON: October 18, 2023 BY: Troy Werner
No matter how old you are, it's never too early or too late to begin thinking about your life insurance options.
Read More
What Should I Know about Beneficiary Designations for IRAs?

What Should I Know about Beneficiary Designations for IRAs?

POSTED ON: October 17, 2023 BY: Troy Werner
One approach to consider is to prepare a customized beneficiary designation form.
Read More
Make Power of Attorney Part of Your Estate Plan

Make Power of Attorney Part of Your Estate Plan

POSTED ON: October 16, 2023 BY: Troy Werner
Many people will suffer cognitive decline as they age, and that can seriously impact their ability to manage their assets.
Read More
How Estate Planning Serves Tax Planning

How Estate Planning Serves Tax Planning

POSTED ON: October 13, 2023 BY: Troy Werner
In the intricate world of personal finance, few concepts hold as much potential to safeguard and grow one’s wealth as strategic estate planning.
Read More
Do You Need a ‘Pour-Over’ Will

Do You Need a ‘Pour-Over’ Will?

POSTED ON: October 12, 2023 BY: Troy Werner
For those who want to avoid the court-controlled process that takes place after a person’s death (known as ‘probate’)—using a Revocable Living Trust is typically the best way to do so.
Read More
1 27 28 29 30 31 74

Why Our Living Trust Law Firm & Probate Attorneys?

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.

Book an Initial Call Now

Join Our eNewsletter and our California Estate Planning and Probate Blog Digest

Werner Law Firm logo
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.
Santa Clarita, CA Office

27433 Tourney Rd, Suite 200
Santa Clarita, California 91355

DIRECTIONS
Los Angeles, CA Office

445 S. Figueroa St., Suite 3100
Los Angeles, California 90071

DIRECTIONS
Bakersfield, CA Office

4900 California Ave, Tower B-210
Bakersfield, California 93309

DIRECTIONS
Newport Beach, CA Office

23 Corporate Plaza Dr., Suite 150
Newport Beach, California 92660

DIRECTIONS
Lancaster, CA Office

626 W Lancaster Blvd.,
Lancaster, California 93534

DIRECTIONS
Pasadena, CA Office

35 North Lake Avenue, Suite 710
Pasadena, California 91101

DIRECTIONS
Simi Valley, CA Office

2655 First St, Suite 250
Simi Valley, CA Office, California 93065

DIRECTIONS
Encino, CA Office

15760 Ventura Blvd, Suite 700
Encino, California 91436

DIRECTIONS
Oxnard, CA Office

300 E Esplanade Dr., 9th Floor
Oxnard, California 93036

DIRECTIONS
Santa Barbara, CA Office

7 W. Figueroa St., Suite 200
Santa Barbara, California 93101

DIRECTIONS
IMS - Estate Planning and Elder Law Practice Growth Advisors
Powered by