Wills, Trusts & Probate Law Blog

Home » Estate Planning

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.

Why Estate Planning Matters for Baby Boomers’ Senior Living Accommodations

Why Estate Planning Matters for Baby Boomers’ Senior Living Accommodations

POSTED ON: April 12, 2024 BY: Troy Werner
Strategies like living trusts and irrevocable trusts help baby boomers protect wealth, support independence and senior residence preferences, and plan for Medicaid approval requirements.
Read More
Can Estate Planning Address ‘Third Generation Curse’

Can Estate Planning Address ‘Third Generation Curse?’

POSTED ON: April 11, 2024 BY: Troy Werner
Thorough communication with heirs about values and various elements of your estate plan could help younger generations better manage their inherited wealth.
Read More
Estate Planning for a Taxing Inheritance

Estate Planning for a Taxing Inheritance

POSTED ON: April 10, 2024 BY: Troy Werner
Inheriting a pre-tax IRA may be less beneficial than the parent intends.
Read More
Would Your Family Benefit from a Living Trust?

Would Your Family Benefit from a Living Trust?

POSTED ON: April 9, 2024 BY: Troy Werner
Living trusts avoid the costs and time associated with the probate process. They’re also private documents, unlike wills filed with courts. They can be more easily amended as circumstances change.
Read More
Do Not Neglect Digital Estate Planning

Do Not Neglect Digital Estate Planning

POSTED ON: April 8, 2024 BY: Troy Werner
If you don’t have a written plan in place, all sorts of things could snowball, starting with your heirs or caretakers not having log-in credentials to access your online accounts.
Read More
What Is the Purpose of a Living Trust?

What Is the Purpose of a Living Trust?

POSTED ON: April 5, 2024 BY: Troy Werner
A living trust (also called a revocable trust or revocable living trust) can be beneficial to a much broader group of Americans than most people expect.
Read More
When was Your Last Estate Plan Check-Up?

When was Your Last Estate Plan Check-Up?

POSTED ON: April 4, 2024 BY: Troy Werner
Like your preventive doctor visits, you should regularly check in on your estate plan to ensure that it’s in good shape for when it’s needed.
Read More
Do I Need a Will?

Do I Need a Will?

POSTED ON: April 3, 2024 BY: Troy Werner
A will can distribute any and all assets that the decedent had rights to.
Read More
Is a Power of Attorney Really Necessary

Is a Power of Attorney Really Necessary?

POSTED ON: April 2, 2024 BY: Troy Werner
A document usually included in an estate planning package is a financial power of attorney. What is a financial power of attorney?
Read More
How a Teen's $250,000 Inheritance Vanished: Protect Your Heirs with a Trust

How a Teen's $250,000 Inheritance Vanished: Protect Your Heirs with a Trust

POSTED ON: April 1, 2024 BY: Troy Werner
Learn from a teen's loss of a $250K inheritance and discover how inheritance trusts can protect and guide your family's future financial decisions.
Read More
1 2 3 57

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