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Why You Should Avoid Do It Yourself Wills and Trusts - Werner Law

Why You Should Avoid Do It Yourself Wills and Trusts

POSTED ON: March 27, 2022 BY: The Werner Law Firm, PC
Wills and trusts are two common elements of a comprehensive estate plan, and if you were to believe various online services and websites, they do not seem very hard to draft and create by yourself. But do not be fooled into thinking that a cheap or free estate planning software can substitute the legal advice […]
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Understanding California Probate Law - Werner Law

Understanding California Probate Law

POSTED ON: March 21, 2022 BY: The Werner Law Firm, PC
The death of a loved one is a very difficult thing. We make time to see to it that they pass on with their dignity intact and that they receive the funerary rites they deserve. But first and foremost, it is a time to remember and to grieve. Yet when that time comes, a lot […]
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What is a Restatement of Trust in California? - Werner Law

What is a Restatement of Trust in California?

POSTED ON: March 15, 2022 BY: The Werner Law Firm, PC
Trusts are powerful and versatile legal entities, allowing for asset protection, the elimination of conflicts of interest, minimizing tax liabilities, and the quick distribution of wealth before and after death. Yet to perform any of these functions, trusts must be written and managed in a certain way. There is a lot that goes into developing […]
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What is a Bankruptcy Petition? - Werner Law

What is a Bankruptcy Petition?

POSTED ON: March 8, 2022 BY: The Werner Law Firm, PC
Filing for bankruptcy can be a harrowing experience. When filing as an individual, you must prepare to lay yourself bare financially and be open to an intense audit of your personal and business dealings. Whatever is left to your name will be divided among your creditors, and all but the bare minimum will be stripped […]
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How to Change a Will in California - Werner Law Firm

How to Change a Will in California

POSTED ON: February 28, 2022 BY: The Werner Law Firm, PC
Your last will and testament is only your last will and testament so long as you do not make a new one. And there is really nothing standing in your way to making a new one. But what if you only want to change one line? Make one small amendment? Take one beneficiary out? Add […]
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Certification of Trust: What Is It and How to Use It? - Werner Law

Certification of Trust: What Is It and How to Use It?

POSTED ON: February 25, 2022 BY: The Werner Law Firm, PC
Trusts can be a very versatile and powerful tool. They allow us to designate beneficiaries and assign wealth to them in nearly any way, from monthly payouts to a conditional lump sum. But unlike most other estate planning documents, trusts are much more than just a document. The paperwork surrounding a trust establishes its existence […]
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How a Transfer on Death Deed Avoids Probate - Werner Law

How a Transfer on Death Deed Avoids Probate

POSTED ON: February 21, 2022 BY: The Werner Law Firm, PC
On a literal level, most wealth is transferred on death. But a Transfer on Death deed is separate from setting up a will or funding your assets into a trust. Transfer on Death, also known as TOD, is a clause or deed designating a beneficiary as inheritor of an asset or account upon your death, […]
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All About the Rights of Heirs at Law - Werner Law

All About the Rights of Heirs at Law

POSTED ON: February 17, 2022 BY: The Werner Law Firm, PC
When we die, we leave behind what we own to be distributed among the living. There is very little we can take with us to the grave, let alone beyond it. And unlike the Egyptians, it has generally fallen out of style to be buried with one’s wealth. But who gets what? And how? For […]
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5 Types of Personal Injury Cases to Know - Werner Law

5 Types of Personal Injury Cases to Know

POSTED ON: February 14, 2022 BY: The Werner Law Firm, PC
A personal injury case is best defined as nearly any circumstance wherein you have been hurt or injured through no fault of your own. When the liability lies in the hands of another person – in other words, when it was in some way their responsibility that you got hurt, or if it was their […]
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What is an Incentive Trust, and Do You Need It? - Werner Law

What is an Incentive Trust, and Do You Need It?

POSTED ON: February 7, 2022 BY: The Werner Law Firm, PC
The key goal for many estate plans is to make sure our legacy to the family is positive, and that our descendants get the chance to make the most of what we leave behind. We all want what is best for our loved ones, and estate plans are crucial to making those hopes a reality. […]
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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.