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How Can I Minimize Taxes During Retirement?

How Can I Minimize Taxes During Retirement?

POSTED ON: April 19, 2024 BY: Troy Werner
Take time to consider the tax impact of your financial decisions and speak to a professional to make sure you don’t pay more than anticipated during your non-working years.
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Why Estate Planning Is Essential for Small Business Owners

Why Estate Planning Is Essential for Small Business Owners

POSTED ON: April 18, 2024 BY: Troy Werner
Your business, likely your most valuable asset, deserves careful consideration within your estate plan to ensure a smooth transition of ownership and management in the event of incapacity or death.
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Have You had the Estate Planning Talk with Your Adult Children?

Have You Had the Estate Planning Talk with Your Adult Children?

POSTED ON: April 17, 2024 BY: Troy Werner
Estate planning can be a sensitive topic for families to talk about. Here's how to get past the awkwardness and discuss estate planning with your family.
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Estate Planning for Gen Xers and Aging Parents For Financial Peace of Mind

Estate Planning for Gen Xers and Aging Parents: For Financial Peace of Mind

POSTED ON: April 16, 2024 BY: Troy Werner
Many Generation Xers are in a unique position, “sandwiched” between raising their children and caring for aging parents. A proactive estate plan can help alleviate financial burdens and smooth aging parents' path into retirement for both generations.
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The Surprising Ways Trusts Future-Proof Your Estate Plan, Providing Flexibility and Intention

The Surprising Ways Trusts Future-Proof Your Estate Plan, Providing Flexibility and Intention

POSTED ON: April 15, 2024 BY: Troy Werner
In a season of economic unease, inflation, and changing state laws, strategies like trusts, trust protectors, and a clear purpose statement in your estate plan ensure that your assets and values transfer according to your wishes.
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Why Estate Planning Matters for Baby Boomers’ Senior Living Accommodations

Why Estate Planning Matters for Baby Boomers’ Senior Living Accommodations

POSTED ON: April 12, 2024 BY: Troy Werner
Strategies like living trusts and irrevocable trusts help baby boomers protect wealth, support independence and senior residence preferences, and plan for Medicaid approval requirements.
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Can Estate Planning Address ‘Third Generation Curse’

Can Estate Planning Address ‘Third Generation Curse?’

POSTED ON: April 11, 2024 BY: Troy Werner
Thorough communication with heirs about values and various elements of your estate plan could help younger generations better manage their inherited wealth.
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Estate Planning for a Taxing Inheritance

Estate Planning for a Taxing Inheritance

POSTED ON: April 10, 2024 BY: Troy Werner
Inheriting a pre-tax IRA may be less beneficial than the parent intends.
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Would Your Family Benefit from a Living Trust?

Would Your Family Benefit from a Living Trust?

POSTED ON: April 9, 2024 BY: Troy Werner
Living trusts avoid the costs and time associated with the probate process. They’re also private documents, unlike wills filed with courts. They can be more easily amended as circumstances change.
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Do Not Neglect Digital Estate Planning

Do Not Neglect Digital Estate Planning

POSTED ON: April 8, 2024 BY: Troy Werner
If you don’t have a written plan in place, all sorts of things could snowball, starting with your heirs or caretakers not having log-in credentials to access your online accounts.
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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.

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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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