Wills, Trusts & Probate Law Blog

Home » Blog
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.
Read More
Select Establishing an Endowed Scholarship: A Strategic Approach to Charitable Giving in Estate Planning Establishing an Endowed Scholarship: A Strategic Approach to Charitable Giving in Estate Planning

Establishing an Endowed Scholarship: A Strategic Approach to Charitable Giving in Estate Planning

POSTED ON: February 21, 2024 BY: Troy Werner
Discover the transformative power of endowed scholarships in estate planning. Plan to create a lasting legacy while providing invaluable support for students. From the endowment process to managing tax implications, this article offers insights and strategies for making a meaningful impact.
Read More
Estate Planning for Unmarried Couples or Non-Traditional Families

Estate Planning for Unmarried Couples or Non-Traditional Families

POSTED ON: February 20, 2024 BY: Troy Werner
Estate planning is essential for unmarried couples and non-traditional families, offering vital protection and recognition for partners and loved ones. This article explores key elements, from wills and trusts to tax implications and blended family considerations, tailored to the unique needs of these groups. By working with experienced estate planning professionals, individuals can ensure their wishes are honored and their families are safeguarded, regardless of marital status or family structure.
Read More
Key Considerations to Transfer Property after Death

Key Considerations to Transfer Property after Death

POSTED ON: February 19, 2024 BY: Troy Werner
Navigate the complexities of transferring property after death with strategic estate planning. From understanding probate and the role of wills to exploring living trusts and beneficiary designations, this article offers key insights and considerations for safeguarding your assets, honoring your wishes, and creating a tailored plan with the guidance of experienced estate planning professionals.
Read More
Select Estate Planning When a Loved One Needs Hospice Care Estate Planning When a Loved One Needs Hospice Care

Estate Planning When a Loved One Needs Hospice Care

POSTED ON: February 16, 2024 BY: Troy Werner
While last-minute estate planning poses challenges, some steps can be implemented to tackle crucial considerations.
Read More
What Questions Should You Ask an Estate Planning Attorney?

What Questions Should You Ask an Estate Planning Attorney?

POSTED ON: February 15, 2024 BY: Troy Werner
Estate planning is not as simple as executing a will.
Read More
How to Find Out If a Person has a Will

How to Find Out If a Person has a Will

POSTED ON: February 14, 2024 BY: Troy Werner
Estate planning is a crucial aspect of financial management, ensuring that an individual’s assets are distributed according to their wishes after their passing. One key document in estate planning is a “last will and testament,” commonly known as a will.
Read More
What Happened when Robin Williams’ Wife was Cut Out of Estate

What Happened when Robin Williams’ Wife was Cut Out of Estate?

POSTED ON: February 13, 2024 BY: Troy Werner
The unexpected death of comedy icon Robin Williams in 2014 set off an explosive battle over his $50 million estate.
Read More
Life Insurance and Estate Planning

Life Insurance and Estate Planning

POSTED ON: February 12, 2024 BY: Troy Werner
Life insurance is a pivotal component of a comprehensive estate plan. Integrating life insurance policies into estate planning can provide financial security for your heirs and ensure that your estate is distributed according to your wishes. When used effectively, life insurance can…
Read More
3 Signs You Definitely Need a Trust (and Not Just a Will)

3 Signs You Definitely Need a Trust (and Not Just a Will)

POSTED ON: February 9, 2024 BY: Troy Werner
Estate planning is akin to crafting a roadmap for the future; it’s about guiding your loved ones through the maze of your final wishes with clarity and ease. At the heart of this journey lie two pivotal tools: wills and trusts. While both serve to shepherd your assets posthumously, certain situations demand the finesse of a trust over…
Read More
1 3 4 5 6 7 59

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