Wills, Trusts & Probate Law Blog

Home » Blog
When Should You Consider Joint Tenancy? - Werner Law Firm

When Should You Consider Joint Tenancy?

POSTED ON: December 27, 2022 BY: Troy Werner
Homeownership represents the unattainable ideal for many millennials and younger Americans today. Between record-high housing costs, inflation, and stagnating wages, the dream of owning a place you can call home might seem exceedingly distant. However, if that home could somehow be split between multiple parties, a distant dream can quickly become a realistic prospect. One […]
Read More
Is Forced Heirship Real and How Common Is It - Werner Law Firm

Is Forced Heirship Real and How Common Is It?

POSTED ON: December 20, 2022 BY: Troy Werner
Forced heirship is a concept or legal stipulation that involves leaving a mandated portion of your estate to an heir. In other words, forced heirship implies that it is illegal to disown or disinherit certain heirs without precedence. The concept of forced heirship stems from civil law, a largely European legal system derived from Roman […]
Read More
How to Avoid Estate Tax on Your Life Insurance Payout - Werner

How to Avoid Estate Tax on Your Life Insurance Payout

POSTED ON: December 12, 2022 BY: Troy Werner
Let’s assume you have written and finalized your will and double-checked your accounts. You've specified your designations and talked to your family about certain medical decisions and financial responsibilities. Let’s say you have your affairs in order but want to make the funerary costs and final arrangements a little less hefty in your loved ones’ […]
Read More
All-Encompassing Guide on Including Bequests in a Will - Werner

All-Encompassing Guide on Including Bequests in a Will

POSTED ON: December 5, 2022 BY: Troy Werner
How do you ensure that your belongings are properly distributed between your friends and family after death? A common answer is to use a will – but what sort of property can and cannot be distributed via a will? Also, how does a will choose and bequeath an inheritance, and how do you go about […]
Read More
Use an AB Living Trust to Maximize Your Estate Tax Exemptions

Use an AB Living Trust to Maximize Your Estate Tax Exemptions

POSTED ON: November 30, 2022 BY: Troy Werner
Trusts and estate plans can get incredibly complicated, so let us break the AB living trust down into its most basic moving parts. AB living trusts are a two-part trust process involving the creation of an A trust (the marital trust) and a B trust (the bypass trust). Both trusts ensure that the wealth accrued […]
Read More
What Happens to Credit Card Debt When You Die - Werner Law Firm

What Happens to Credit Card Debt When You Die?  

POSTED ON: November 25, 2022 BY: Troy Werner
When a person dies, their belongings pass onto the living. There’s little you can take beyond the grave with you, and few of those things may be substantial assets, such as a home or investment property. As such, creditors and lenders – particularly those you owe – can turn towards the remnants of what material […]
Read More
Form 706: Guide to Filling Out the Estate Tax Return - Werner Law

Form 706: Guide to Filling Out the Estate Tax Return

POSTED ON: November 22, 2022 BY: Troy Werner
Estate taxes are a dangerous and scary buzzword – some tax professionals, accountants, politicians, and media figures have even taken to calling them death taxes. But they currently only affect a fraction of a percent of the American population. Could that change soon? Estates receive the federal estate tax when their total value is higher […]
Read More
What Are the Power of Attorney Types in California? - Werner

What Are the Power of Attorney Types in California?

POSTED ON: November 16, 2022 BY: Troy Werner
A power of attorney is a specialized legal document that grants a chosen individual – the agent – the ability to act in the document creator’s name – the principal – in a full or limited capacity for as long as the document specifies, and there is four notable power of attorney types in California. […]
Read More
Guide to Community Property With Right of Survivorship - Werner

How Community Property With Right of Survivorship Avoids Probate

POSTED ON: November 11, 2022 BY: Troy Werner
Everything we own in life must be distributed among the living in death. There's very little you can take with you into the afterlife, by law – and multiple unique processes are in place for supervising the accumulation, valuation, and eventual distribution of a person's belongings or estate after death. One of these properties in […]
Read More
Holographic Wills Criteria for Handwritten Wills - Werner Law Firm

Holographic Wills: Criteria for Handwritten Wills

POSTED ON: November 4, 2022 BY: Troy Werner
Only about a third of adult Americans have a will, let alone a comprehensive estate plan. Yet not all wills are made equal. Some wills are more "effective" than others, and some wills, despite their best intentions, might never be validated. Some wills are valid in certain states and completely useless in others. One of […]
Read More
1 38 39 40 41 42 77

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

633 W 5th St., 26th floor
Los Angeles, CA 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