Wills, Trusts & Probate Law Blog

Home » Blog
What Is a Totten Trust and Is It Right for You - Werner Law Firm

What Is a Totten Trust and Is It Right for You?

POSTED ON: March 8, 2023 BY: Troy Werner
Over a hundred years ago, an appeals court in New York established that a person could create an account and name a beneficiary on it to receive the money held in the account upon the account holder’s death as an entirely revocable form of estate planning. This arrangement was tentatively named a Totten trust and […]
Read More
Your Guide to Naming a Trust as an IRA Beneficiary - Werner

What to Know About Naming a Trust as an IRA Beneficiary

POSTED ON: February 27, 2023 BY: Troy Werner
It is important to consider listing a trust as an IRA beneficiary when designating someone to receive the money in your IRA account after you pass away. The typical individual retirement account (IRA) is a tax-advantaged investment account that allows you to accumulate wealth without an income tax burden, typically as a (limited) portion of […]
Read More
A Comparison of a Living Will vs Advance Directive - Werner Law

Making Your Wishes Known: A Comparison of a Living Will vs Advance Directive

POSTED ON: February 24, 2023 BY: Troy Werner
A living will and an advance directive are legal documents allowing individuals to specify their end-of-life care preferences. However, there are some key differences between a living will vs advance directive. Continue reading for analysis. Many aspects of American law champion the rights of an individual, especially personal freedoms – such as our base liberties […]
Read More
Executor Fees by State and the Role of The Executor - Werner

Examining Executor Fees by State and the Role of The Executor

POSTED ON: February 21, 2023 BY: Troy Werner
Creating a will is often the first step to a comprehensive estate plan, but it is far from the last. No matter what you plan to leave behind, someone must facilitate the process of managing your bequeathments and distributing them among your beneficiaries. That is where an executor comes into play. Continue reading for an […]
Read More
Disclaiming an Inheritance is Surprisingly Common - Werner

Disclaiming an Inheritance (It's More Common than You Think)

POSTED ON: February 11, 2023 BY: Troy Werner
If you stand to inherit, you may be thrilled about your upcoming windfall, but if you find that the circumstances don't align with your plans or values, you may consider disclaiming an inheritance. For instance, if you have been far more fortunate than your siblings and feel that they or their children would benefit more […]
Read More
What is a Remainderman in Estate Planning - Werner Law Firm

Understanding the Role of a Remainderman in Estate Planning

POSTED ON: February 7, 2023 BY: Troy Werner
Property rights must transfer to the living in the event of an owner’s death. You cannot take the ownership rights of a home into the grave with you. However, you can pre-empt the inevitable and determine who gets the home and at what point with a remainderman, which is someone who has the right to inherit […]
Read More
Self-Proving Affidavit vs Notarizing a Will A Comparison - Werner

Self-Proving Affidavit vs Notarizing a Will: A Detailed Comparison

POSTED ON: February 2, 2023 BY: Troy Werner
Let's say you've got your last will and testament all written out and finalized. Should anything happen to you tomorrow, you'll be alright, right? Well, that depends. A last will and testament is only considered complete and legally binding once it meets certain requirements, such as having your signature and the signature of at least […]
Read More
Step by Step Guide for If You Inherit a House - Werner Law Firm

Step by Step Guide for If You Inherit a House

POSTED ON: January 30, 2023 BY: Troy Werner
Homeownership is often part and parcel of the American dream, and for countless families, the house is the primary asset in the eventual inheritance. But what do you do when you inherit a house? Do you need to amend a deed? Sign or fill out a change of ownership form? Pay more taxes? Settle a […]
Read More
Should You Consider a Qualified Personal Residence Trust?

Should You Consider a Qualified Personal Residence Trust?

POSTED ON: January 27, 2023 BY: Troy Werner
Do you want to give your home to your children without including its value in your estate for state and federal tax purposes? Do you want to be able to gift property to your heirs while still retaining the ability to live in it and hold an ownership interest for a set amount of years? […]
Read More
Joint Trust vs Separate Trust for Married Couples - Werner Law

Joint Trust vs Separate Trust for Married Couples

POSTED ON: January 24, 2023 BY: Troy Werner
Trusts are excellent vehicles for managing and moving wealth between individuals, both in life and death. But setting up a trust is not quite as simple as drafting and notarizing a will. Continue reading for an in-depth analysis of a joint trust vs. separate trust. There are several moving parts, agreements, and conditions to consider […]
Read More
1 34 35 36 37 38 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