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Estate Planning Questions for Couples with a Big Age Gap

Estate Planning Questions for Couples with a Big Age Gap

POSTED ON: June 14, 2024 BY: Troy Werner
For couples with an age difference of 10 years or more, assets need to last significantly longer to cover both of their retirements, making the risks of missteps higher.
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Estate Planning and Your Second Home: What Should You Know?

Estate Planning and Your Second Home: What Should You Know?

POSTED ON: June 13, 2024 BY: Troy Werner
Thinking of buying a second home? Beware of real estate pitfalls when purchasing your vacation house.
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Diverse Family Structures Can Have an Impact on Estate Planning

Diverse Family Structures Can Have an Impact on Estate Planning

POSTED ON: June 12, 2024 BY: Troy Werner
The law doesn’t always cater to diverse family structures. Those who live as extended families, as part of same-sex couples, or other families need to pay special attention to estate planning.
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Estate Planning Checklist to Keep You Focused

Estate Planning Checklist to Keep You Focused

POSTED ON: June 11, 2024 BY: Troy Werner
For people nearly or newly retired, who potentially still have decades ahead for their assets to compound and grow, estate taxes are a huge concern.
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Digital Life Lives on After You’re Gone, Unless You Plan Ahead

Digital Life Lives on After You’re Gone Unless You Plan Ahead

POSTED ON: June 10, 2024 BY: Troy Werner
We all have a digital footprint that does not necessarily die with us. There are three things you should do to best prepare your executor, trustee or other personal representative to properly handle your posthumous digital affairs.
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Unlocking the Potential of Small Estate Probate

Unlocking the Potential of Small Estate Probate

POSTED ON: June 7, 2024 BY: Troy Werner
This article explores small estate probate, what it is, why it’s beneficial and ways to qualify.
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Do You Need to Worry About Estate Taxes?

Do You Need to Worry About Estate Taxes?

POSTED ON: June 6, 2024 BY: Troy Werner
Often clients are anxious to make annual gifts with the mistaken belief that their heirs will pay a tax at their death.
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Aging Baby Boomers Highlight Significance of Elder Law in Estate Planning

Aging Baby Boomers Highlight Significance of Elder Law in Estate Planning

POSTED ON: June 5, 2024 BY: Troy Werner
The fact that many baby boomers lack the robust pension and Social Security benefits enjoyed by their predecessors underscores the importance of working with an elder law attorney to plan for financing long-term care and guarding existing assets as they age.
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A Well-Rounded Estate Plan Addresses Cognitive Decline

A Well-Rounded Estate Plan Addresses Cognitive Decline

POSTED ON: June 4, 2024 BY: Troy Werner
We explore the critical importance of addressing cognitive decline in estate planning to safeguard assets and ensure intended inheritance.
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Update Beneficiaries to Protect Assets after Gray Divorce

Update Beneficiaries to Protect Assets after Gray Divorce

POSTED ON: June 3, 2024 BY: Troy Werner
Explore critical steps for updating beneficiaries after a mid to late-life divorce to protect assets and secure loved ones' futures.
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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

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