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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.


Why Is Sen. Feinstein Suing Late Husband's Estate?

POSTED ON: August 19, 2023 BY: Troy Werner
Senator Dianne Feinstein has sued her late husband's estate after she claimed trustees denied funds she requested to cover her "significant" medical bills, RadarOnline.com has learned.
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Did Russian Billionaire Who Died Mysteriously Have an Estate Plan?

POSTED ON: August 16, 2023 BY: Troy Werner
On December 4, real estate baron Dmitry Zelenov became one of the latest Russian oligarchs to mysteriously pass away after he got ill during a dinner party in the French Riviera, fell over a stair railing and succumbed to critical head injuries.
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family home

How to Pass the Family Home to Your Children

POSTED ON: August 14, 2023 BY: Troy Werner
It’s perfectly normal for aging parents who are currently completing their will along with their lawyer’s guidance, to leave the family home to their children.
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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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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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