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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.

Who gets my bank account when I die?

Who Gets My Bank Account When I Die?

POSTED ON: August 11, 2023 BY: Troy Werner
After you die, several things can happen to your bank account, depending on your account type, how you’ve set up your account before your passing and whether you’ve set up a will or trust.
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Aretha Franklin Will Trial

At Long Last, Trial Leads to Final Decision on Aretha Franklin’s Will

POSTED ON: August 10, 2023 BY: Troy Werner
History is filled with examples of celebrities who died without a will: Bob Marley, Prince, Howard Hughes, Pablo Picasso, Jimi Hendrix and even Abraham Lincoln.
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Steps to Follow to Avoid Probate When a Spouse Passes

Steps to Follow to Avoid Probate When a Spouse Passes

POSTED ON: August 9, 2023 BY: Troy Werner
Losing a spouse can be an overwhelming and emotional experience. While it's possible to organize financial documents ahead of time, there's no way to truly prepare.
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How Do I Find a Missing Heir in Probate?

How Do I Find a Missing Heir in Probate?

POSTED ON: July 30, 2023 BY: Troy Werner
Locating missing heirs after the death of their benefactor can require detective work worthy of Sam Spade.
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What Is a ‘Step-Up’ in Basis in Estate Planning?

What Is a ‘Step-Up’ in Basis in Estate Planning?

POSTED ON: July 29, 2023 BY: Troy Werner
The “step-up” in basis has to do with the calculation of the capital gains on the sale of property.
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What are the Basics of Trusts?

What are the Basics of Trusts?

POSTED ON: July 29, 2023 BY: Troy Werner
When you think of a trust, you may have visions of contentious family gatherings in an attorney’s office after the death of a patriarch or matriarch. And sure, why not add sibling rivalries on par with the Roy family of Succession fame to keep things interesting?
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It Can Take Time to Learn About Inheritance in Probate

It Can Take Time to Learn about Inheritance in Probate

POSTED ON: July 28, 2023 BY: Troy Werner
You may not always know it if you have an inheritance coming. And in some cases, you may not even know the individual has passed on.
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Pros and Cons of a Will vs. a Trust

Pros and Cons of a Will vs. a Trust

POSTED ON: July 28, 2023 BY: Troy Werner
Either a will or trust can be the foundation of your estate plan. If it’s a trust, it’s usually a revocable living trust.
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What To Do With An Inheritance? Read This Helpful Guide - Werner Law

What To Do With An Inheritance? Read This Helpful Guide

POSTED ON: June 23, 2023 BY: Troy Werner
An inheritance is often more than just a financial windfall – it can range from a meaningful and deeply sentimental farewell from a loved one to an opportunity for a significant turning point in the trajectory of the beneficiary’s life. But with the inheritance of wealth comes immense pressure, as well as responsibility – especially […]
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Choosing a California Trust and Estate Attorney - Werner Law

Choosing a California Trust and Estate Attorney That's Right For You

POSTED ON: June 20, 2023 BY: Troy Werner
Only about a third of US adults have an estate plan of any kind. The other two-thirds will have to distribute their lifetime earnings and assets as per state law – and according to each state’s individual succession rules. However, perhaps more importantly, the majority of US adults have not communicated their end-of-life wishes with […]
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