Wills, Trusts & Probate Law Blog - Werner Law Firm

Wills, Trusts & Probate Law Blog

How Life Insurance Works With Wills and Trusts - Werner Law Firm

How Life Insurance Works With Wills and Trusts

Life insurance policies exist to provide an additional financial safety net for our loved ones in the case of an untimely death or serious illness. This is especially true for primary earners or breadwinners, who may be worried about what might happen to their family if they were to disappear. Through a life insurance policy,

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Duties and Responsibilities of a Conservator - Werner Law Firm

Duties and Responsibilities of a Conservator

A conservator is appointed by a court to care for an adult who is mentally or physically disabled and incapable of caring fully for themselves, or a minor in need of an adult to manage finances and properties under their name. Conservators have a fiduciary duty to their conservatees, and the exact limits of their

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What Is an Irrevocable Life Insurance Trust (ILIT)? - Werner Law Firm

What Is an Irrevocable Life Insurance Trust (ILIT)?

Life insurance policies provide a plethora of tax advantages depending on the policy and your circumstances, especially regarding its beneficiary. But for you, the policyholder, a large life insurance policy payout after your death may count towards your estate’s total value and potentially push you over the edge of the federal and/or state estate tax

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What Is a Small Estate Affidavit? - Werner Law Firm

What Is a Small Estate Affidavit?

In California, a “small estate affidavit” is often used to resolve final estate matters for a deceased person who died without a will and can help fast track the costly, lengthy process of probate. A small estate affidavit is a state-specific legal document used to skip the estates’ probate process with a total value under

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When Does Trust Litigation Become Necessary? - Werner Law Firm

When Does Trust Litigation Become Necessary?

The trust litigation process is reserved for cases where the integrity of trust is in question. Like other examples of litigation, trust litigation requires thorough research and a lengthy, at times expensive discovery process to prove ill intent or wrongdoing and justify damages or some other compensation for the petitioner. There are times when trust

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What Is Conservatorship, How Does It Work? - Werner Law Firm

What Is Conservatorship, How Does It Work?

When an adult is no longer capable of caring for themselves, their loved ones may step in to care for them – to the point of taking full authority over their lives, if circumstances validate it. That is what a conservatorship authorizes. Conservatorships may be considered in cases where adults are no longer self-sufficient due

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