Wills, Trusts & Probate Law Blog

Home » Estate Planning » Page 23

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.

Trust Protectors: Safeguarding the Future of Special Needs Trusts

Trust Protectors: Safeguarding the Future of Special Needs Trusts

POSTED ON: January 17, 2024 BY: Troy Werner
Serving as the trustee of a special needs trust (SNT) can be particularly challenging because it often requires long-term financial management of the trust, while maintaining a good relationship with the beneficiary. Furthermore, because trustees wield great financial power over the trust assets, oversight of their investment and distribution decisions is helpful…
Read More
Estate Planning Tips for Blended Families to Protect New Goals and Loved Ones

Estate Planning Tips for Blended Families to Protect New Goals and Loved Ones

POSTED ON: January 16, 2024 BY: Troy Werner
Estate planning for blended families presents unique challenges. Unlike traditional family structures, reports Barrons recent article titled, “When Remarrying Creates a Blended Family: Advice From Financial Pros,” blended families often involve complex relationships and diverse financial backgrounds, making the process of estate and financial planning more intricate. This article has tips for blended families on identifying overall estate planning goals and concerns and identifying heirs to protect your new family and future.
Read More
Can You Completely Avoid Probate?

Can You Completely Avoid Probate?

POSTED ON: January 15, 2024 BY: Troy Werner
Many people want to learn how to avoid probate so their heirs don’t have to cope with these legal proceedings during a stressful time of grief after a death.
Read More
Why a Trust Works for Multi-State Property Owners

Why a Trust Works for Multi-State Property Owners

POSTED ON: January 12, 2024 BY: Troy Werner
Whatever the case may be, owning real property in more than one state can be a problem after your death if you don’t want your estate tied up in probate court.
Read More
Different Types of Wills: Understanding the Right One for You

Different Types of Wills: Understanding the Right One for You

POSTED ON: January 11, 2024 BY: Troy Werner
Navigating the world of estate planning can be complex and overwhelming, particularly when it comes to understanding the different types of wills available. Each type of will serves a unique purpose and caters to different estate planning needs…
Read More
End-of-Life Documents: What You Need to Know

End-of-Life Documents: What You Need to Know

POSTED ON: January 10, 2024 BY: Troy Werner
End-of-life planning is a crucial aspect of life that often goes unaddressed until it’s too late. In this comprehensive guide, we will discuss the essential end-of-life documents everyone must prepare, ensuring peace of mind and assuring that your wishes are honored…
Read More
Why You Shouldn’t Leave Your Home to Your Children

Why You Shouldn’t Leave Your Home to Your Children

POSTED ON: January 9, 2024 BY: Troy Werner
The home represents a large portion of the estate of many Americans. You, therefore, may intend to leave your family home to your children, as it is an asset that should retain its value over time.
Read More
Can I Prevent Children from Fighting over my Estate?

Can I Prevent Children from Fighting over my Estate?

POSTED ON: January 8, 2024 BY: Troy Werner
Parents typically do not want their surviving children to fight over their inheritances after the parents die. Careful planning may reduce the risk of foreseeable in-family conflicts.
Read More
Estate Planning for The Younger Generations

Estate Planning for The Younger Generations

POSTED ON: January 5, 2024 BY: Troy Werner
Millennials and Gen Zers are taking their estate planning seriously. These tips can help make the process seem less daunting.
Read More
Taking Care of Your Beloved Pets Though Estate Planning

Taking Care of Your Beloved Pets Though Estate Planning

POSTED ON: January 4, 2024 BY: Troy Werner
Appointing a guardian, establishing a pet trust and other ways to ensure your animals will be cared for.
Read More
1 21 22 23 24 25 72

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.

Book an Initial Call Now

Join Our eNewsletter and our California Estate Planning and Probate Blog Digest

Werner Law Firm logo
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.
Santa Clarita, CA Office

27433 Tourney Rd, Suite 200
Santa Clarita, California 91355

DIRECTIONS
Los Angeles, CA Office

445 S. Figueroa St., Suite 3100
Los Angeles, California 90071

DIRECTIONS
Bakersfield, CA Office

4900 California Ave, Tower B-210
Bakersfield, California 93309

DIRECTIONS
Newport Beach, CA Office

23 Corporate Plaza Dr., Suite 150
Newport Beach, California 92660

DIRECTIONS
Lancaster, CA Office

626 W Lancaster Blvd.,
Lancaster, California 93534

DIRECTIONS
Pasadena, CA Office

35 North Lake Avenue, Suite 710
Pasadena, California 91101

DIRECTIONS
Simi Valley, CA Office

2655 First St, Suite 250
Simi Valley, CA Office, California 93065

DIRECTIONS
Encino, CA Office

15760 Ventura Blvd, Suite 700
Encino, California 91436

DIRECTIONS
Oxnard, CA Office

300 E Esplanade Dr., 9th Floor
Oxnard, California 93036

DIRECTIONS
Santa Barbara, CA Office

7 W. Figueroa St., Suite 200
Santa Barbara, California 93101

DIRECTIONS
IMS - Estate Planning and Elder Law Practice Growth Advisors
Powered by