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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.

Structuring Inheritance to Protect a Child With Addiction

Structuring Inheritance to Protect a Child With Addiction

POSTED ON: February 3, 2025 BY: Troy Werner
Carefully structuring an inheritance can safeguard a child with addiction from financial harm, while providing the support they need to recover.
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Probate for Real Estate Held in Multiple States

Probate for Real Estate Held in Multiple States

POSTED ON: January 31, 2025 BY: Troy Werner
Managing out-of-state property in probate often requires ancillary probate, which can add complexity and cost. However, using the right strategies to avoid ancillary probate can prevent these issues.
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Strategies to Resolve Disputes Between Trust Beneficiaries

Strategies to Resolve Disputes Between Trust Beneficiaries

POSTED ON: January 30, 2025 BY: Troy Werner
Trust disputes among beneficiaries can strain family relationships and jeopardize the integrity of an estate plan. Strategic conflict resolution can protect both the trust’s assets and familial bonds.
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Do I Need a Living Will

Do I Need a Living Will?

POSTED ON: January 29, 2025 BY: Troy Werner
While a final will and testament directs the passing down of your assets after you’ve died, a living will spells out the medical care you want if you’re unable to speak for yourself.
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Ensure That Wishes are Respected with Letter of Intent for Estate Plan

Ensure That Wishes are Respected with Letter of Intent for Estate Plan

POSTED ON: January 28, 2025 BY: Troy Werner
A letter of intent provides clarity and guidance to loved ones, ensuring that your wishes are honored and your legacy is preserved.
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Common Estate Planning Mistakes and How to Avoid Them

Common Estate Planning Mistakes and How to Avoid Them

POSTED ON: January 27, 2025 BY: Troy Werner
Despite the importance of estate planning, many families delay it. They view it as complex or something only for the wealthy.
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How to Discuss Estate Planning with Aging Parents and Adult Children

How to Discuss Estate Planning with Aging Parents and Adult Children

POSTED ON: January 24, 2025 BY: Troy Werner
Open and honest conversations about estate planning can reduce future stress, prevent conflicts and ensure that everyone’s wishes are respected.
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Why Singles and Child-Free People Need Estate Plans

Why Singles and Child-Free People Need Estate Plans

POSTED ON: January 23, 2025 BY: Troy Werner
Otherwise, assets will be distributed based on your state’s intestacy laws—which could mean they go to distant relatives or, much more rarely, the government itself.
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Millionaires Aren’t the Only Ones Needing Estate Plans

Millionaires Aren’t the Only Ones Needing Estate Plans

POSTED ON: January 22, 2025 BY: Troy Werner
If you ask an expert, they’ll say the ideal time to start your estate-planning journey is when you turn 18—regardless of your wealth, health status, or life path.
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Avoid Common Estate Planning Mistakes

Avoid Common Estate Planning Mistakes

POSTED ON: January 20, 2025 BY: Troy Werner
Piecemeal estate planning, where wills, trusts, insurance policies and other instruments are created in isolation, often leads to conflicts and inefficiencies.
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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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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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