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How To Retrieve Unclaimed Inheritance Money - Werner Law Firm

How to Retrieve Unclaimed Inheritance Money

POSTED ON: August 25, 2022 BY: Troy Werner
Everything we leave behind must be redistributed among the living when we die. However, what happens if the residents can't locate what we have left behind? What happens to forgotten bank accounts, retirement funds left inaccessible, unclaimed wages, and property with no deeds or paperwork? What happens to everything that is lost to time or […]
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What Is the Gift Tax Limit in California? - Werner Law Firm

What's the Gift Tax Limit in California?

POSTED ON: August 18, 2022 BY: Troy Werner
Ever wondered why people don't just transfer their home titles to their children while they're alive, rather than waiting until they die after being written into the will? Aside from losing out on the equity of a home or investment property holds – and thereby losing the value of that equity in your retirement years […]
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Should an AB Trust Be Part of Your Estate Plan? - Werner Law Firm

Should an AB Trust Be Part of Your Estate Plan?

POSTED ON: August 10, 2022 BY: Troy Werner
AB trusts are an increasingly uncommon albeit valuable type of living trust, specialized for wealth preservation, tax avoidance, and long-term financial planning. At its core, an AB trust requires a married couple to file a two-part trust scheme that utilizes the individual tax exemption limits to create a tax-free inheritance for their ultimate beneficiaries. AB trusts are not […]
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What's the Purpose of a Lawyer Retainer? - Werner Law Firm

What's the Purpose of a Lawyer Retainer?

POSTED ON: August 8, 2022 BY: Troy Werner
It comes as no surprise to anyone that legal work is hard work – and in many cases, expensive work. The average person does not seek the advice or help of an attorney lightly and wants to be sure that their hard-earned money will be well-spent. As such, a considerable portion of the initial negotiations […]
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How California Determines Affidavit of Heirship - Werner Law

How California Determines Affidavit of Heirship

POSTED ON: August 4, 2022 BY: Troy Werner
When we die, everything we leave behind must be transferred and distributed among the living. Yet we do not all distribute our financial and material legacy equally. Some people utilize estate plans to determine distribution, drafting different documents to establish a succession order among heirs and beneficiaries, designate beneficiaries for specific assets, hold certain assets […]
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The Most Common Grounds for Disinheritance - Werner Law

The Most Common Grounds for Disinheritance

POSTED ON: July 29, 2022 BY: Troy Werner
Disinheritance can be a tricky thing. It is not easy to disinherit someone, and they do have the ability to fight back against your disinheritance, if your reasons are too shaky. Solid grounds for disinheritance and the professional expertise of a lawyer will be needed to carry out a disinheritance against someone with any interest […]
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A Guide to Incapacity Planning in California - Werner Law

A Guide to Incapacity Planning in California

POSTED ON: July 25, 2022 BY: Troy Werner
What happens to your financial affairs when you are incapacitated? Who makes important healthcare decisions for you when you’re unresponsive? How are your financial responsibilities, from managing payroll to paying off your debts, managed while you are in a coma? The answer, in most of these situations, is that a court decides for you, directly […]
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What Should Be Included in a Simple Will? - Werner Law

What Should Be Included in a Simple Will?

POSTED ON: July 20, 2022 BY: Troy Werner
The quintessential cornerstone of nearly any estate plan is the will. It is the first document that comes to mind when we talk about inheritance and bequeathment, and it is a versatile tool with the ability to distribute property and assets, name guardians for our minor dependents, and even make note of funerary wishes. Dying […]
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How Does a Discretionary Trust Work? - Werner Law Firm

How Does a Discretionary Trust Work?

POSTED ON: July 15, 2022 BY: Troy Werner
Discretionary trusts can be established for various reasons, making them an asset in any estate plan. Their flexibility allows you to utilize trust as the glue to any estate plan. This plan means your will and powers of attorney prepare contingencies for incapacity or ensure the distribution of your estate upon death. A trust can […]
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What to Know About a Non Probate Transfer in California - Werner Law

What to Know About a Non Probate Transfer in California

POSTED ON: July 12, 2022 BY: Troy Werner
When we die, the things we owned in life must pass on to the living. Aside from very minute exceptions – like being buried with your car – there is little you can truly take with you “beyond the grave.” To that end, there are special processes in place to facilitate the distribution of your […]
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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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