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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.

Where Should I Store My Will?

Where Should I Store My Will?

POSTED ON: October 23, 2023 BY: Troy Werner
Aretha Franklin did what she was supposed to in drawing up a last will and testament, but a crucial mistake left her multimillion-dollar estate in chaos.
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Estate Plan can Ease Anxiety and Confirm Legacy

Estate Plan can Ease Anxiety and Confirm Legacy

POSTED ON: October 20, 2023 BY: Troy Werner
Preparing for the future supports the causes you believe in and provides peace of mind for you and your heirs.
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Have Estate Plan Checkup before Heading to Warmer Winter

Have Estate Plan Checkup before Heading to Warmer Winter

POSTED ON: October 19, 2023 BY: Troy Werner
If you are headed somewhere warm to spend the winter months, you will want to be sure you have everything in order before you go.
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What Is Joint Life Insurance?

What Is Joint Life Insurance?

POSTED ON: October 18, 2023 BY: Troy Werner
No matter how old you are, it's never too early or too late to begin thinking about your life insurance options.
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What Should I Know about Beneficiary Designations for IRAs?

What Should I Know about Beneficiary Designations for IRAs?

POSTED ON: October 17, 2023 BY: Troy Werner
One approach to consider is to prepare a customized beneficiary designation form.
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Make Power of Attorney Part of Your Estate Plan

Make Power of Attorney Part of Your Estate Plan

POSTED ON: October 16, 2023 BY: Troy Werner
Many people will suffer cognitive decline as they age, and that can seriously impact their ability to manage their assets.
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How Estate Planning Serves Tax Planning

How Estate Planning Serves Tax Planning

POSTED ON: October 13, 2023 BY: Troy Werner
In the intricate world of personal finance, few concepts hold as much potential to safeguard and grow one’s wealth as strategic estate planning.
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Do You Need a ‘Pour-Over’ Will

Do You Need a ‘Pour-Over’ Will?

POSTED ON: October 12, 2023 BY: Troy Werner
For those who want to avoid the court-controlled process that takes place after a person’s death (known as ‘probate’)—using a Revocable Living Trust is typically the best way to do so.
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Revocable Trusts Make Sense for Retirees

Revocable Trusts Make Sense for Retirees

POSTED ON: October 11, 2023 BY: Troy Werner
If you plan to pass assets through a will, just remember that most of the time, that will becomes public once the probate estate is closed. Therefore, if you left one of your children out, left your favorite a bit more or are just a private person, you may be better off with a trust.
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Now Is the Time for Estate Planning

Now Is the Time for Estate Planning

POSTED ON: October 10, 2023 BY: Troy Werner
As life is unpredictable, it is better to start planning sooner rather than later. In fact, upon attaining the legal age of majority in your state of residence (typically at age 18), you should begin considering some form of an estate plan.
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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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