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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.

Suicide Exclusion Clauses: Suicide and Estate Planning - Werner

Suicide Exclusion Clauses: What Happens when a Decedent Commits Suicide?

POSTED ON: March 30, 2023 BY: Troy Werner
When a will has been witnessed and notarized, the author’s cause of death becomes mostly irrelevant. Suicide does not affect how a person’s belongings are distributed so long as they were considered “of sound mind” when they declared how they want their estate to be handled. Suicide exclusion clauses are specific circumstances outlined in an […]
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Common Delays to the Final Distribution of Estate Assets - Werner

6 Common Delays to the Final Distribution of Estate Assets

POSTED ON: March 27, 2023 BY: Troy Werner
In this blog post, we explore the complex process of final distribution of estate assets, including the steps involved and important considerations to keep in mind. Whether you're a beneficiary or executor of an estate, understanding this process is crucial for ensuring a fair and timely distribution of assets. When a person dies, the process […]
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What You Need to Know About DPOA in California - Werner Law

What You Need to Know About DPOA in California

POSTED ON: March 21, 2023 BY: Troy Werner
You are your own person. But there may be times when you need someone else to make certain decisions in your name. When it comes to end-of-life care and estate planning, some circumstances call for the help of a competent and trusted individual to make crucial decisions at times when you may be incapacitated, temporarily […]
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End of Life Planning Can Help You Attain Peace of Mind - Werner

How End of Life Planning Can Help You Attain Peace of Mind

POSTED ON: March 18, 2023 BY: Troy Werner
Death can be an existential nightmare. Few people are at peace with the idea of dying too soon. But as we get older, our biggest worry shifts from dying, to dying without a plan – leaving our loved ones unprepared, or causing them great grief with our passing. End of life planning is an essential […]
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A Look at Negligent Homicide and Manslaughter - Werner Law Firm

Unintentional Killing: A Look at Negligent Homicide and Manslaughter

POSTED ON: March 10, 2023 BY: Troy Werner
Unlawfully taking someone else’s life is a grave offense that can result in severe legal consequences. The justice system does not take the act of killing another human being lightly, and the punishment can vary based on the circumstances surrounding the victim's death. Negligent homicide is one such circumstance that can result in a lesser […]
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What Is a Totten Trust and Is It Right for You - Werner Law Firm

What Is a Totten Trust and Is It Right for You?

POSTED ON: March 8, 2023 BY: Troy Werner
Over a hundred years ago, an appeals court in New York established that a person could create an account and name a beneficiary on it to receive the money held in the account upon the account holder’s death as an entirely revocable form of estate planning. This arrangement was tentatively named a Totten trust and […]
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Your Guide to Naming a Trust as an IRA Beneficiary - Werner

What to Know About Naming a Trust as an IRA Beneficiary

POSTED ON: February 27, 2023 BY: Troy Werner
It is important to consider listing a trust as an IRA beneficiary when designating someone to receive the money in your IRA account after you pass away. The typical individual retirement account (IRA) is a tax-advantaged investment account that allows you to accumulate wealth without an income tax burden, typically as a (limited) portion of […]
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A Comparison of a Living Will vs Advance Directive - Werner Law

Making Your Wishes Known: A Comparison of a Living Will vs Advance Directive

POSTED ON: February 24, 2023 BY: Troy Werner
A living will and an advance directive are legal documents allowing individuals to specify their end-of-life care preferences. However, there are some key differences between a living will vs advance directive. Continue reading for analysis. Many aspects of American law champion the rights of an individual, especially personal freedoms – such as our base liberties […]
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Executor Fees by State and the Role of The Executor - Werner

Examining Executor Fees by State and the Role of The Executor

POSTED ON: February 21, 2023 BY: Troy Werner
Creating a will is often the first step to a comprehensive estate plan, but it is far from the last. No matter what you plan to leave behind, someone must facilitate the process of managing your bequeathments and distributing them among your beneficiaries. That is where an executor comes into play. Continue reading for an […]
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Disclaiming an Inheritance is Surprisingly Common - Werner

Disclaiming an Inheritance (It's More Common than You Think)

POSTED ON: February 11, 2023 BY: Troy Werner
If you stand to inherit, you may be thrilled about your upcoming windfall, but if you find that the circumstances don't align with your plans or values, you may consider disclaiming an inheritance. For instance, if you have been far more fortunate than your siblings and feel that they or their children would benefit more […]
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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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