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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.

What Do You Do If Elderly Family Member Is Being Financially Abused?

What Do You Do If Elderly Family Member Is Being Financially Abused?

POSTED ON: July 3, 2024 BY: Troy Werner
Although many cases go unreported, the National Council on Aging suggests that the financial exploitation of the elderly may amount to a staggering $36.5 billion annually. That may just be the tip of the iceberg.
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Inheriting a House? Navigate Your Options and Responsibilities

Inheriting a House? Navigate Your Options and Responsibilities

POSTED ON: July 2, 2024 BY: Troy Werner
Inheriting a house? Learn the legal considerations and your options to ensure a smooth inheritance process.
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How Your Estate Plan Addresses More than Money

How Your Estate Plan Addresses More Than Money

POSTED ON: July 1, 2024 BY: Troy Werner
Contemplating your death may not warrant a spot at the top of your priority list—but writing your will should.
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Planning Your Own Funeral Eases the Burden for Your Loved Ones

Planning Your Own Funeral Eases the Burden for Your Loved Ones

POSTED ON: June 28, 2024 BY: Troy Werner
By considering these aspects of funeral planning now, you can provide a final gift to your loved ones—a well-thought-out plan that eases their load during a difficult time.
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Trusts Prevent Delays for Loved Ones

Trusts Prevent Delays for Loved Ones

POSTED ON: June 27, 2024 BY: Troy Werner
Your family may struggle to get the money you leave them if it gets caught in probate. Set up a trust to ensure that your loved ones are secure, even when you're gone.
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Select Trust Terms: A Guide to How Trusts are Created and Distributed Trust Terms: A Guide to How Trusts are Created and Distributed

Trust Terms: A Guide to How Trusts are Created and Distributed

POSTED ON: June 26, 2024 BY: Troy Werner
Learn the steps and key terms for trust creation and administration from asset selection to drafting with an attorney to the trustee's financial and administrative obligations.
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What Happens When Blended Families Ignore Estate Planning

What Happens When Blended Families Ignore Estate Planning?

POSTED ON: June 25, 2024 BY: Troy Werner
In standard estate plans, a surviving spouse often has no legal obligation to stepchildren.
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Is It Important to have a Will?

Is It Important to Have a Will?

POSTED ON: June 24, 2024 BY: Troy Werner
While discussing end-of-life wishes can be difficult, working with your attorney to draft a will should be a top priority. However, far too many of us avoid this task.
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Stay-at-Home Parents Need an Estate Plan

Stay-at-Home Parents Need an Estate Plan

POSTED ON: June 21, 2024 BY: Troy Werner
However, stay-at-home parents often are overlooked, although they generally need the most intentional planning because of the many roles that they have within the home.
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Aging Well Priorities and the Need to Reauthorize the Older Americans Act

Aging Well Priorities and the Need to Reauthorize the Older Americans Act

POSTED ON: June 20, 2024 BY: Troy Werner
Ensuring older adults’ wellbeing as lawmakers and individual citizens is crucial. Learn how advocates and good estate planning promote aging well.
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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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