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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.

When to Use a Pour-Over Will With a Revocable Trust

When to Use a Pour-Over Will With a Revocable Trust

POSTED ON: December 6, 2024 BY: Troy Werner
A pour-over will act as a safety net, directing any assets missed during your lifetime into a trust, ensuring that your wishes are honored.
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What Should You Do If Your Estate Plan is Out of Date?

What Should You Do If Your Estate Plan is Out of Date?

POSTED ON: December 5, 2024 BY: Troy Werner
A farm couple spent a lot of money on their estate plan years ago. However, now it’s outdated.
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The Risks of DIY Wills: Why Legal Guidance Matters

The Risks of DIY Wills: Why Legal Guidance Matters

POSTED ON: December 4, 2024 BY: Troy Werner
DIY wills may seem affordable. However, mistakes in witnessing or unclear instructions can lead to costly probate and disputes, leaving your loved ones burdened.
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Planning for Alzheimer’s Legal Strategies for Cognitive Decline

Planning for Alzheimer’s: Legal Strategies for Cognitive Decline

POSTED ON: December 3, 2024 BY: Troy Werner
Taking legal steps early can bring clarity and peace of mind to everyone involved, ensuring that a loved one’s wishes are honored as they face Alzheimer’s.
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How a Serious Diagnosis Changes Estate Planning

How a Serious Diagnosis Changes Estate Planning

POSTED ON: December 2, 2024 BY: Troy Werner
Why we might drag our feet over some of the most important financial decisions.
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How Does a Special Needs Trust Work?

How Does a Special Needs Trust Work?

POSTED ON: November 29, 2024 BY: Troy Werner
It’s common for parents of children with disabilities to worry about their childrens’ futures. However, one way they can provide support and give loved ones peace of mind is by creating a special needs trust.
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Leaving Inheritance to Estranged Family Members: What Should You Consider?

Leaving Inheritance to Estranged Family Members: What Should You Consider?

POSTED ON: November 28, 2024 BY: Troy Werner
Leaving an inheritance to estranged family members can create more harm than good.  However, understanding your options can help you make a decision that brings peace.
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Why an Updated Estate Plan Is Critical, Especially Now

Why an Updated Estate Plan Is Critical, Especially Now

POSTED ON: November 27, 2024 BY: Troy Werner
This is the perfect time to get an estate plan in place, or if you have one already, to make sure your plan is updated for changes in the law and that it reflects your current intentions.
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Six Assets to Keep Out of an Estate Plan

Six Assets to Keep Out of an Estate Plan

POSTED ON: November 26, 2024 BY: Troy Werner
By carefully considering what to include in your estate plan—and what to leave out—you can help your family avoid unnecessary conflict and heartache.
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How Can a Will Be Changed

How Can a Will Be Changed?

POSTED ON: November 25, 2024 BY: Troy Werner
While a codicil provides flexibility, frequent amendments can complicate estate planning and create room for misunderstandings.
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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.

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