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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.

How California Determines Affidavit of Heirship - Werner Law

How California Determines Affidavit of Heirship

POSTED ON: August 4, 2022 BY: Troy Werner
When we die, everything we leave behind must be transferred and distributed among the living. Yet we do not all distribute our financial and material legacy equally. Some people utilize estate plans to determine distribution, drafting different documents to establish a succession order among heirs and beneficiaries, designate beneficiaries for specific assets, hold certain assets […]
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The Most Common Grounds for Disinheritance - Werner Law

The Most Common Grounds for Disinheritance

POSTED ON: July 29, 2022 BY: Troy Werner
Disinheritance can be a tricky thing. It is not easy to disinherit someone, and they do have the ability to fight back against your disinheritance, if your reasons are too shaky. Solid grounds for disinheritance and the professional expertise of a lawyer will be needed to carry out a disinheritance against someone with any interest […]
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A Guide to Incapacity Planning in California - Werner Law

A Guide to Incapacity Planning in California

POSTED ON: July 25, 2022 BY: Troy Werner
What happens to your financial affairs when you are incapacitated? Who makes important healthcare decisions for you when you’re unresponsive? How are your financial responsibilities, from managing payroll to paying off your debts, managed while you are in a coma? The answer, in most of these situations, is that a court decides for you, directly […]
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What Should Be Included in a Simple Will? - Werner Law

What Should Be Included in a Simple Will?

POSTED ON: July 20, 2022 BY: Troy Werner
The quintessential cornerstone of nearly any estate plan is the will. It is the first document that comes to mind when we talk about inheritance and bequeathment, and it is a versatile tool with the ability to distribute property and assets, name guardians for our minor dependents, and even make note of funerary wishes. Dying […]
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How Does a Discretionary Trust Work? - Werner Law Firm

How Does a Discretionary Trust Work?

POSTED ON: July 15, 2022 BY: Troy Werner
Discretionary trusts can be established for various reasons, making them an asset in any estate plan. Their flexibility allows you to utilize trust as the glue to any estate plan. This plan means your will and powers of attorney prepare contingencies for incapacity or ensure the distribution of your estate upon death. A trust can […]
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6 Key Estate Planning Questions to Ask Your Attorney - Werner Law

6 Key Estate Planning Questions to Ask Your Attorney

POSTED ON: July 6, 2022 BY: Troy Werner
Despite popular opinion, the benefits of estate planning are not limited to the rich and powerful. Taking care of your estate before death not only ensures a quick and painless transition for your loved ones but can avoid unwanted or awkward situations in complex cases, including owning properties in separate states, outdated or misinformed beneficiary […]
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What is a Codicil to a Will? - Werner Law

What is a Codicil to a Will?

POSTED ON: June 27, 2022 BY: Troy Werner
A codicil is an addendum or amendment to a last will and testament. It takes priority over the original document, provided it is dated and witnessed correctly, and thus properly supersedes the will. The term itself comes from the Latin cōdicillus, which translates into “a short writing” – explaining exactly what a codicil should be. […]
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Personal Injury Claims: What's the Process? - Werner Law

Personal Injury Claims: What's the Process?

POSTED ON: June 23, 2022 BY: Troy Werner
Personal injury claims are not easy. If you’ve been badly hurt, the last thing on your mind is the complexity of tort law and the nuances of a personal injury lawsuit. You may just wish to heal, or you may be angry, and want justice. Or perhaps you see no other way to finance your […]
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What are the Trust Amendment Requirements in California? - Werner Law

What are the Trust Amendment Requirements in California?

POSTED ON: June 17, 2022 BY: Troy Werner
Trusts can be a powerful legal tool if you know how to implement them. A trust allows you to safeguard assets from creditors and better prepare your estate for the event of your death, and your incapacity. Furthermore, trusts sidestep the probate process, which can take well over a year under certain circumstances. But trusts, […]
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Defining a Self Proving Will - Werner Law

Defining a Self Proving Will

POSTED ON: June 14, 2022 BY: Troy Werner
A person’s last will and testament is an important document governing their final decisions on the matter of their material possessions and estate. But not all wills are created equal. Every last will and testament must be legitimized in probate court, after the attorney, personal representative, or loved one of the decedent has petitioned for […]
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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.

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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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