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CHECKLIST: Does Your Outdated Estate Plan Reflect Your Life Today?

POSTED ON: May 24, 2018 BY: Troy Werner
Estate planning is meant to give you a sense of control over where the wealth you have cultivated over a lifetime will go once you pass on. While historically, people with great fortunes often believed being buried with their treasures would give them a better afterlife, we know that our material possessions are not much […]
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Options for Paying Inheritance to Minor Beneficiaries - Werner Law Firm

Options for Paying Inheritance to Minor Beneficiaries

POSTED ON: May 15, 2018 BY: Troy Werner
Central to the core of inheritance is our desire to leave our financial legacy to our children and grandchildren. A life filled with ambition, mistakes, successes, and hard work can pave the way to much wealth and fortune – but there is no way to enjoy any of that after we have passed on, and […]
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New Tax Law Changes for Itemized Deductions - Werner Law Firm

New Tax Law Changes for Itemized Deductions

POSTED ON: May 10, 2018 BY: Troy Werner
The current tax reform bill signed into law by President Trump earlier last year and gone into effect starting this year (2018), has made significant changes to quite a few different types of taxes – not just for individuals, but for businesses, estates, and tax-exempt organizations like charities. Named the Tax Cuts and Jobs Act […]
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New Heirs' Guide to Trusts, Wills & Estates Administration - Werner Law Firm

New Heirs' Guide to Trusts, Wills and Estates

POSTED ON: May 7, 2018 BY: Troy Werner
Losing a loved one can be incredibly difficult to process, no matter how long a person might have seen it coming. You cannot prepare yourself for the pain and grief of having someone you care about disappear from this world. However, that pain can be compounded with the confusion felt from the aftermath of a […]
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What Are the Risks of Drafting Your Own Living Trust? | Werner Law Firm

What Are the Risks of Drafting Your Own Living Trust?

POSTED ON: April 30, 2018 BY: Troy Werner
Take two cars to the track. One is a fully-fledged drag racer, built specifically for a certain stretch of road, with a custom transmission, near-perfect aerodynamics, as little weight as possible, and just enough fuel needed to cross the finish line. Pit it against a stock Honda Civic. Which will win? Specificity is the key […]
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How Your Property Ownership Can Impact Your Estate Plan - Werner Law Firm

How Your Property Ownership Can Impact Your Estate Plan

POSTED ON: April 24, 2018 BY: Troy Werner
Most people are intimately familiar with the concept of ownership, from buying a brand-new car to getting a kitchen appliance. But there are many ways of owning something, with distinctions to be made between different kinds of ownership, and legal proofs to determine whether you truly are an owner or not. For example, say you […]
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Which of Your Assets Are Subject to Probate? | Werner Law Firm

Which of Your Assets Are Subject to Probate?

POSTED ON: April 19, 2018 BY: Troy Werner
When a person passes away, their belongings must pass on into the ownership of someone else. That process, however, is not always simple. Ownership can be legally complicated and defined in a multitude of ways, yet cleanly transferring said ownership is tricky business. That is why there are specific laws and rules when it comes […]
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Comparing, Understanding Different Types of Trusts | Werner Law Firm

Comparing, Understanding Different Types of Trusts

POSTED ON: April 16, 2018 BY: Troy Werner
A trust is a legal entity that enables the transfer of assets from one person to the next. While all trusts have the same end goal, a different type exists for every circumstance. It works as an instrument for temporarily holding wealth under the trust’s name, separate from the original owner and beneficiary, before passing […]
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New Estate and Gift Tax Law: Looking Ahead - Werner Law Firm

New Estate and Gift Tax Law: Looking Ahead

POSTED ON: April 9, 2018 BY: Troy Werner
Last year’s unveiled new tax plan changed the game for 2018 and onwards, taking significant steps to diminish the power and reach of the estate tax and make changes to the gift tax. Eliminating the one and raising exemptions for the other have long been goals for the Republican party, and while the President’s campaign […]
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California Probate Law Explained - Werner Law Firm

California Probate Law Explained

POSTED ON: April 2, 2018 BY: Troy Werner
The probate process is one by which the law helps families determine what to do with a deceased loved one's possessions, taking into consideration the law and their will, if it exists. While the probate process is not especially complicated, it can last well over a year, depending on the estate's complexity and the circumstances […]
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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

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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