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Do You Need an Estate Plan?

Do You Need an Estate Plan?

POSTED ON: March 6, 2024 BY: Troy Werner
Estate planning is a vital aspect of financial planning that is essential to ensure that one’s assets are protected, loved ones taken care of and the decedent’s wishes are followed.
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How Does an Estate Plan Address Young Beneficiaries?

How Does an Estate Plan Address Young Beneficiaries?

POSTED ON: March 5, 2024 BY: Troy Werner
Minor children and young adult beneficiaries in particular need more specialized provisions to protect both the assets and the beneficiaries.
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Executor of Will: Understanding Your Duties and Responsibilities

Executor of Will: Understanding Your Duties and Responsibilities

POSTED ON: March 4, 2024 BY: Troy Werner
Being an executor of a will is a significant responsibility, requiring dedication, integrity and, often, legal and financial proficiency. Whether you're preparing to serve as an executor, need to appoint one, or seek to create an effective estate plan, professional guidance can ensure that your estate is managed according to your wishes and the law.
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Crafting Your Family's Financial Future: The Power of Family Trusts

Crafting Your Family's Financial Future: The Power of Family Trusts

POSTED ON: March 1, 2024 BY: Troy Werner
Establishing a family trust can be a crucial step in protecting your assets and ensuring the financial well-being of your family. If you’re considering setting up a family trust, contact an experienced estate planning attorney to explore your options and create a plan tailored to your needs.
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Estate Planning after a Divorce: What You Need to Know

Estate Planning after a Divorce: What You Need to Know

POSTED ON: February 29, 2024 BY: Troy Werner
Divorce significantly affects your estate plan. Therefore, it's crucial to take timely action to revise it. If you're going through a divorce or have recently finalized one, it may be time to review and update your estate plan.
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Do You Know How to Probate an Estate?

Do You Know How to Probate an Estate?

POSTED ON: February 28, 2024 BY: Troy Werner
You might have a job or just have retired, and you learn suddenly that your Great Aunt Lucy died and named you executor of her will. How hard could it be you ask to resolve an estate by yourself without professional advice or a competent professional beside you?
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What are the Important Steps in the Estate Planning Process?

What are the Important Steps in the Estate Planning Process?

POSTED ON: February 27, 2024 BY: Troy Werner
An estate plan lays out how you want your assets handled at your death or when you’re physically or mentally incapacitated. No wonder most people procrastinate creating one.
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The Pitfalls of Adding a Child to Your Home's Deed

The Pitfalls of Adding a Child to Your Home's Deed

POSTED ON: February 26, 2024 BY: Troy Werner
While adding a child to your home's deed might seem straightforward to manage your estate, it's fraught with potential problems and complications. This article reviews the implications and alternatives to adding a child to your home’s deed, with the goal of ensuring your estate plan is effective, efficient, and aligned with your long-term intentions.
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Should You Talk with Loved Ones about Your Estate Plan?

Should You Talk with Loved Ones about Your Estate Plan?

POSTED ON: February 23, 2024 BY: Troy Werner
At some point, you’ll want to share your estate plans with your loved ones—and the first step in this process may be to hold a family meeting.
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Integrating Retirement Accounts and Estate Planning

Integrating Retirement Accounts and Estate Planning

POSTED ON: February 22, 2024 BY: Troy Werner
Integrating retirement accounts into your estate plan is vital for preserving your financial legacy. This blog post covers key considerations, such as tax implications, beneficiary designations, and strategies for maximizing benefits. By understanding the role of retirement accounts in estate planning and seeking professional guidance, you can ensure that your assets are distributed according to your wishes and provide lasting benefits for your beneficiaries.
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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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