Wills, Trusts & Probate Law Blog

Home » Blog
A Will Alone Is Not Enough to Avoid Probate: Beyond Basic Estate Planning

A Will Alone Is Not Enough to Avoid Probate: Beyond Basic Estate Planning

POSTED ON: March 11, 2024 BY: Troy Werner
Learn the critical reasons why a will alone is insufficient for a comprehensive estate plan, and why incorporating trusts, beneficiary designations and incapacity planning is essential to ensure a seamless and protected transfer of your assets to your loved ones.
Read More
What is the Most Important Document in an Estate Plan?

What is the Most Important Document in an Estate Plan?

POSTED ON: March 8, 2024 BY: Troy Werner
The most important part of your estate plan isn’t about taxes, investments, gifts, or other financial issues.
Read More
Can I Decline an Inherited IRA?

Can I Decline an Inherited IRA?

POSTED ON: March 7, 2024 BY: Troy Werner
If the strategy is executed properly, an individual can disclaim interest in an inherited IRA and avoid any of the gift and income tax consequences associated with receiving the property.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
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?
Read More
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.
Read More
1 4 5 6 7 8 61

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