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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.

All About the Rights of Heirs at Law - Werner Law

All About the Rights of Heirs at Law

POSTED ON: February 17, 2022 BY: Troy Werner
When we die, we leave behind what we own to be distributed among the living. There is very little we can take with us to the grave, let alone beyond it. And unlike the Egyptians, it has generally fallen out of style to be buried with one’s wealth. But who gets what? And how? For […]
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5 Types of Personal Injury Cases to Know - Werner Law

5 Types of Personal Injury Cases to Know

POSTED ON: February 14, 2022 BY: Troy Werner
A personal injury case is best defined as nearly any circumstance wherein you have been hurt or injured through no fault of your own. When the liability lies in the hands of another person – in other words, when it was in some way their responsibility that you got hurt, or if it was their […]
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What is an Incentive Trust, and Do You Need It? - Werner Law

What is an Incentive Trust, and Do You Need It?

POSTED ON: February 7, 2022 BY: Troy Werner
The key goal for many estate plans is to make sure our legacy to the family is positive, and that our descendants get the chance to make the most of what we leave behind. We all want what is best for our loved ones, and estate plans are crucial to making those hopes a reality. […]
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Personal Representative vs Trustee: What's the Difference? - Werner Law

Personal Representative vs Trustee: What's the Difference?

POSTED ON: January 31, 2022 BY: Troy Werner
Personal Representative vs Trustee When creating a plan for your estate, it is important to ask who will physically carry out that plan. Personal representatives and trustees, while sometimes confused for one another, are two very different roles of crucial importance in the estate planning process. While both have a fiduciary duty to you and […]
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What is a Charitable Remainder Trust, and How Do They Work? - Werner Law

What is a Charitable Remainder Trust, and How Do They Work?

POSTED ON: January 26, 2022 BY: Troy Werner
A charitable remainder trust is a specially designed tax-exempt irrevocable living trust set up to host and hold appreciating assets, pay out income to its beneficiaries, and eventually donate the remainder of its contents to a charity of your choice. While the focus of a charitable remainder trust seems to be the giving to charity, […]
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The Responsibilities of a Healthcare Power of Attorney - Werner Law

The Responsibilities of a Healthcare Power of Attorney

POSTED ON: January 21, 2022 BY: Troy Werner
A power of attorney grants an agent the ability to act in the principal’s name, within the limitations set by the power of attorney document itself. A power of attorney can be sweeping and vague, or it can be incredibly targeted. For example, you could create a power of attorney to give someone the ability […]
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What is a California Probate Referee? - Werner Law

What is a California Probate Referee?

POSTED ON: January 17, 2022 BY: Troy Werner
When a person dies, their assets are distributed among the living. The process of overseeing that distribution – and legitimizing the documents detailing the decedent’s wishes and intentions – is called the probate process. Probate is overseen in a probate court, by a probate judge, in the decedent’s county of residence. Key to any probate […]
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8 Tips for Creating Wills for Seniors - Werner Law

8 Tips for Creating Wills for Seniors

POSTED ON: January 10, 2022 BY: Troy Werner
What to know about creating wills for seniors? More than three quarters of Americans aged 65 and above have a will nowadays, although that number drops significantly to just over half of all Americans aged 50 to 64. This is good news for millions of adults, as even a simple will can go a long […]
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Here Are the Top Estate Planning Goals for 2022 - Werner Law

Here Are the Top Estate Planning Goals for 2022

POSTED ON: January 4, 2022 BY: Troy Werner
Do you have estate planning goals for 2022? For most people, an estate plan consists of a last will and testament, with perhaps a few funerary wishes or personal requests. The simpler, the better. But comprehensive estate plans – with multiple documents and beneficiary designations – are not solely within the purview of the rich […]
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Estate Planning for Blended Families - Werner Law

Estate Planning for Blended Families

POSTED ON: December 29, 2021 BY: Troy Werner
What does estate planning for blended families look like? Polling results from 2015 estimate that about one in six children lives in a “blended family”, which defines any family with a stepparent, stepsibling, or half-sibling. Furthermore, over 60 percent of remarried women marry into a blended family. There are estimates that at least half of […]
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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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