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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.

What Is the Purpose of a Living Trust?

What Is the Purpose of a Living Trust?

POSTED ON: April 5, 2024 BY: Troy Werner
A living trust (also called a revocable trust or revocable living trust) can be beneficial to a much broader group of Americans than most people expect.
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When was Your Last Estate Plan Check-Up?

When was Your Last Estate Plan Check-Up?

POSTED ON: April 4, 2024 BY: Troy Werner
Like your preventive doctor visits, you should regularly check in on your estate plan to ensure that it’s in good shape for when it’s needed.
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Do I Need a Will?

Do I Need a Will?

POSTED ON: April 3, 2024 BY: Troy Werner
A will can distribute any and all assets that the decedent had rights to.
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Is a Power of Attorney Really Necessary

Is a Power of Attorney Really Necessary?

POSTED ON: April 2, 2024 BY: Troy Werner
A document usually included in an estate planning package is a financial power of attorney. What is a financial power of attorney?
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How a Teen's $250,000 Inheritance Vanished: Protect Your Heirs with a Trust

How a Teen's $250,000 Inheritance Vanished: Protect Your Heirs with a Trust

POSTED ON: April 1, 2024 BY: Troy Werner
Learn from a teen's loss of a $250K inheritance and discover how inheritance trusts can protect and guide your family's future financial decisions.
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The Hidden Pitfalls of Co-Owning a Vacation Home

The Hidden Pitfalls of Co-Owning a Vacation Home

POSTED ON: March 29, 2024 BY: Troy Werner
Explore the benefits and challenges of co-owning a vacation home, and how an estate planning attorney can help prevent potential disputes.
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Do You Need a ‘Will Contract?’

Do You Need a ‘Will Contract?’

POSTED ON: March 28, 2024 BY: Troy Werner
The will contract should address what will happen if there is a future dispute over gifts, interpretation of the agreement, changes proposed to an estate planning document and other possible issues.
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How Does a Revocable Trust Work?

How Does a Revocable Trust Work?

POSTED ON: March 27, 2024 BY: Troy Werner
The terms ‘revocable trust’ and ‘living trust’ are commonly heard in an estate-planning context. You may hear people say, ‘My house is in trust for my children,’ or something along those lines.
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What Women Preparing for Retirement Need to Know

What Women Preparing for Retirement Need to Know

POSTED ON: March 26, 2024 BY: Troy Werner
Women live longer than men and generally make less money. This affects how they should prepare for retirement.
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Maximizing Your Legacy: 2024 Estate Planning Opportunities

Maximizing Your Legacy: 2024 Estate Planning Opportunities

POSTED ON: March 25, 2024 BY: Troy Werner
Use tax season to review income and expenses from 2023 and set new financial goals for 2024 to maximize opportunities.
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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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