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Category: Estate Planning

Estate planning services refer to the process of managing and distributing one's assets and properties after their death, in a way that ensures the smooth transfer of wealth to the intended beneficiaries while minimizing taxes and other expenses. Estate planning services may include drafting legal documents such as wills, trusts, and powers of attorney, as well as providing guidance and advice on strategies for asset protection and wealth transfer. These services may be provided by lawyers, financial advisors, or other professionals with expertise in estate planning. Effective estate planning can help individuals achieve their long-term financial goals and provide peace of mind for themselves and their loved ones.

How to Create an Estate Plan That Works

How to Create an Estate Plan That Works

POSTED ON: March 28, 2025 BY: Troy Werner
It can be easy to overlook. However, an estate plan is essential for nearly everyone, whether you have a lot of money or just a little.
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How Estate Plan Protects Your Family

How Estate Plan Protects Your Family

POSTED ON: March 26, 2025 BY: Troy Werner
Though generally not as trendy as hitting the gym or planning summer vacations, such estate planning assurances bring peace of mind and create legacies of thoughtfulness for our loved ones.
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California New Probate Law 2025

New 2025 California Probate Laws for Property under $750,000

POSTED ON: March 25, 2025 BY: Amber Kelly
We have been helping clients with probate and estate planning matters for 50 years. Rarely have there been any new game-changing developments in the law that would affect our process or our clients. We are happy to report that today, that changes, with what we believe is great news! California Assembly Bill 2016California recently enacted […]
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Include Digital Assets?

Does Your Estate Plan Include Digital Assets?

POSTED ON: March 24, 2025 BY: Troy Werner
Most individuals don’t ever consider the value and extent of their digital assets and the potential loss if these assets become inaccessible or the conflict that can arise if it’s unclear who has access to and control over them.
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Should Your Estate Plan Include a Trust

Should Your Estate Plan Include a Trust?

POSTED ON: March 20, 2025 BY: Troy Werner
While a living trust won't be the go-to for everyone, there are a handful of reasons to consider using one—including the three discussed below.
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How Do You Pick an Executor

How Do You Pick an Executor?

POSTED ON: March 18, 2025 BY: Troy Werner
More often than not, a family needing to appoint an executor to an estate picks a family member. In those cases, familiarity with the deceased’s estate is a priceless commodity.
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How Divorce Affects an Estate Plan

How Divorce Affects an Estate Plan

POSTED ON: March 17, 2025 BY: Troy Werner
Divorce significantly impacts estate planning, requiring updates to wills, trusts and beneficiary designations to ensure that assets are distributed according to new intentions.
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What Kind of Trust Helps a Family with Young Children?

What Kind of Trust Helps a Family with Young Children?

POSTED ON: March 14, 2025 BY: Troy Werner
My trust can also ensure that if I die while my daughter is a minor, my money will meet her needs as she grows up.
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The Most Important Things Women Can Do to Age Well

The Most Important Things Women Can Do to Age Well

POSTED ON: March 13, 2025 BY: Troy Werner
Aging well requires a proactive approach to physical health, financial security and estate planning to ensure a stable and fulfilling future.
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What Is a Flexible Irrevocable Trust?

What Is a Flexible Irrevocable Trust?

POSTED ON: March 12, 2025 BY: Troy Werner
A flexible irrevocable trust can minimize taxes on capital gains, ordinary income, estate tax and property tax.
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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.

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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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