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Top 5 Estate Planning Nightmares You Can Avoid with a Will

Top 5 Estate Planning Nightmares You Can Avoid with a Will

POSTED ON: January 24, 2024 BY: Troy Werner
In the realm of estate planning, a common adage rings true: “Failing to plan is planning to fail.” As an experienced estate planning attorney, I’ve witnessed firsthand the turmoil and heartache that can ensue when individuals neglect the crucial step of…
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Designating Your Beneficiary

Designating Your Beneficiary

POSTED ON: January 23, 2024 BY: Troy Werner
Choosing a beneficiary is a critical decision in managing your financial and estate plans. This article delves into the nuances of beneficiary designations, offering insights into why making…
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Make a New Year's Resolution to Do Your Estate Planning in 2024

Make a New Year's Resolution to Do Your Estate Planning in 2024

POSTED ON: January 22, 2024 BY: Troy Werner
Creating or reviewing an estate plan is something that many people know they should do but often put off. It’s natural to say things like: “I’ll take care of it later,” or “I don’t have enough money to have an estate plan.” However, life and circumstances happen that may be out of your control. Every adult needs…
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Is Retirement Planning the Same as Estate Planning?

Is Retirement Planning the Same as Estate Planning?

POSTED ON: January 19, 2024 BY: Troy Werner
It’s best to create both together when possible so that they can complement each other. Here’s what you need to know.
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What’s the Best Way to Manage an Inheritance?

What’s the Best Way to Manage an Inheritance?

POSTED ON: January 18, 2024 BY: Troy Werner
Before you start spending your windfall, take some time to figure out your taxes, how you might invest and what your long-term plan looks like.
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Trust Protectors: Safeguarding the Future of Special Needs Trusts

Trust Protectors: Safeguarding the Future of Special Needs Trusts

POSTED ON: January 17, 2024 BY: Troy Werner
Serving as the trustee of a special needs trust (SNT) can be particularly challenging because it often requires long-term financial management of the trust, while maintaining a good relationship with the beneficiary. Furthermore, because trustees wield great financial power over the trust assets, oversight of their investment and distribution decisions is helpful…
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Estate Planning Tips for Blended Families to Protect New Goals and Loved Ones

Estate Planning Tips for Blended Families to Protect New Goals and Loved Ones

POSTED ON: January 16, 2024 BY: Troy Werner
Estate planning for blended families presents unique challenges. Unlike traditional family structures, reports Barrons recent article titled, “When Remarrying Creates a Blended Family: Advice From Financial Pros,” blended families often involve complex relationships and diverse financial backgrounds, making the process of estate and financial planning more intricate. This article has tips for blended families on identifying overall estate planning goals and concerns and identifying heirs to protect your new family and future.
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Can You Completely Avoid Probate?

Can You Completely Avoid Probate?

POSTED ON: January 15, 2024 BY: Troy Werner
Many people want to learn how to avoid probate so their heirs don’t have to cope with these legal proceedings during a stressful time of grief after a death.
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Why a Trust Works for Multi-State Property Owners

Why a Trust Works for Multi-State Property Owners

POSTED ON: January 12, 2024 BY: Troy Werner
Whatever the case may be, owning real property in more than one state can be a problem after your death if you don’t want your estate tied up in probate court.
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Different Types of Wills: Understanding the Right One for You

Different Types of Wills: Understanding the Right One for You

POSTED ON: January 11, 2024 BY: Troy Werner
Navigating the world of estate planning can be complex and overwhelming, particularly when it comes to understanding the different types of wills available. Each type of will serves a unique purpose and caters to different estate planning needs…
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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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