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Is Your Estate Plan Up to Date? 2019 Tax Reform May Say Otherwise - Werner Law Firm

Is Your Estate Plan Up to Date? 2019 Tax Reform May Say Otherwise

POSTED ON: August 15, 2019 BY: Troy Werner
In 2017, the IRS announced that the estate and gift tax exemption for individuals would be a total of $11.18 million. Then, the following year, the IRS announced another change to the estate tax, bringing that exemption up to $11.4 million. This means that any and all estate plans previously built on the basis of […]
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9 Promising Reasons to Establish a Living Trust - Werner Law Firm

9 Promising Reasons to Establish a Living Trust

POSTED ON: August 12, 2019 BY: Troy Werner
There are things a living trust can and cannot do. While having a comprehensive estate plan is important, it’s also crucial to take note of the fact that a trust is not a form of magic, but a legal document with stringent rules determining how it may be used, and when it should be deployed. […]
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California Probate Explained - Werner Law Firm

California Probate Explained

POSTED ON: August 10, 2019 BY: Troy Werner
Unless an individual dies with a living trust or meets other specific criteria, their estate must go through probate after they pass away. The California probate process ensures that all of the estate’s debts are paid and that the assets are distributed to the proper beneficiaries and heirs. From start to finish, this process typically […]
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Tackling the Estate Planning Process as a Young Couple - Werner Law Firm

Tackling the Estate Planning Process as a Young Couple

POSTED ON: August 5, 2019 BY: Troy Werner
In the mind of most, estate planning is relegated to those approaching or within retirement age, with the financial health needed to think about wealth management, asset allocation, and eventual inheritance issues. However, there’s really more to estate planning than meets the eye – and the argument can be made that young couples should think […]
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Designating the Right Trustee for Your Estate - Werner Law Firm

Designating the Right Trustee for Your Estate

POSTED ON: July 29, 2019 BY: Troy Werner
When setting up a trust, it pays to be thorough. Most people who may have an interest in setting up a trust for their estate understand that a successfully developed and implemented living trust can often be the difference between a smooth inheritance process, and unnecessary consequences. Part of every trust is eventually deciding whose […]
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Everything You Need to Know About Probate When a Will Is Absent - Werner Law Firm

Everything You Need to Know About Probate When a Will Is Absent

POSTED ON: July 25, 2019 BY: Troy Werner
It happens all too often – someone passes away, and everything they own must now be passed down to the family. But who determines who gets what, and why? What if both of your adult children want custody over the family dog? Who gets the car? To whom goes the house? With or without a […]
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Creating a Will: The Breakdown - Werner Law Firm

Creating a Will: The Breakdown

POSTED ON: July 23, 2019 BY: Troy Werner
A person’s last will and testament is a very powerful document, if designed and executed properly. A will acts as a blueprint for the distribution of everything you own after you die, and can be used to assign more than just monetary value, giving you one last opportunity to address the family in a meaningful […]
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Understanding the “Quiet Title” Action - Werner Law Firm

Understanding the “Quiet Title” Action

POSTED ON: July 19, 2019 BY: Troy Werner
Selling properties in probate is a time-consuming process, but it’s an important task that helps families move on and prepare for the next stage of life. However, property in probate is prone to disputes, particularly if there’s an unclear will or multiple beneficiaries who want to lay claim to the house. A quiet title can […]
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DIY Estate Planning? 5 Reasons You Need a Lawyer - Werner Law Firm

DIY Estate Planning? 5 Reasons You Need a Lawyer

POSTED ON: July 19, 2019 BY: Troy Werner
Planning your estate is perhaps one of the most important things you can do for your family. Everything you’ve worked for throughout your life can continue to provide for your loved ones after you pass, but only if you handle your estate accordingly. While it’s tempting to cut costs with DIY estate planning forms, there […]
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How to Omit Tax Problems When Settling an Estate - Werner Law Firm

How to Omit Tax Problems When Settling an Estate

POSTED ON: July 18, 2019 BY: Troy Werner
When a person passes away, everything they own is transferred to others. How exactly that occurs, however, depends on different factors. When a person dies, their assets and wealth become their estate, which is appropriately distributed among their next of kin either according to their own wishes – as per proper documentation – or according […]
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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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