Wills, Trusts & Probate Law Blog

Home » Estate Planning » Page 28

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 Do Special Needs Trusts Work?

How Do Special Needs Trusts Work?

POSTED ON: November 8, 2023 BY: Troy Werner
One of the most commonly recognized instruments for protecting assets for a disabled beneficiary is through the use of a Special Needs Trust, also known as a Supplemental Needs Trust.
Read More
Is Mick Jagger Thinking about Estate Planning?

Is Mick Jagger Thinking about Estate Planning?

POSTED ON: November 7, 2023 BY: Troy Werner
Mick Jagger is getting candid about the Rolling Stones’ legacy.
Read More
Estate Planning Myths Debunked

Estate Planning Myths Debunked

POSTED ON: November 6, 2023 BY: Troy Werner
In my experience, estate planning is one of the areas of personal finance with the most widespread confusion. Unfortunately, this can lead to costly mistakes in time, money and stress on people's families.
Read More
Why Your Will Is Just One Part of an Estate Plan

Why Your Will Is Just One Part of an Estate Plan

POSTED ON: November 3, 2023 BY: Troy Werner
Those beneficiary forms you filled out years ago can supersede your other estate plans.
Read More
How Does an Inheritance Trust Work?

How Does an Inheritance Trust Work?

POSTED ON: November 2, 2023 BY: Troy Werner
Inheritance trusts take on critical importance in wealth management, particularly for multi-generational families.
Read More
What are Primary Testamentary Estate Planning Documents?

What are Primary Testamentary Estate Planning Documents?

POSTED ON: November 1, 2023 BY: Troy Werner
When someone dies, one of the first questions the attorney will ask is what primary estate planning instrument the decedent had in place.
Read More
Who Received Betty White’s Estate?

Who Received Betty White’s Estate?

POSTED ON: October 31, 2023 BY: Troy Werner
However, [Betty White] did have pets of her own and it's believed she had set up a pet trust to ensure that her pets were well taken care of after her death.
Read More
Should You Rethink Your Trust?

Should You Rethink Your Trust?

POSTED ON: October 30, 2023 BY: Troy Werner
While this is an admirable goal, a trust may not be the only way to avoid probate.
Read More
Do I Have to Pay Taxes on Trusts?

Do I Have to Pay Taxes on Trusts?

POSTED ON: October 27, 2023 BY: Troy Werner
Trust distributions might be taxable, with the tax liability potentially varying based on factors, such as the type of trust, the kind of distributions and a beneficiary’s tax bracket.
Read More
What Happens When the Second Parent Passes?

What Happens When the Second Parent Passes?

POSTED ON: October 26, 2023 BY: Troy Werner
However, settling the second spouse's affairs was more complex, even with advance planning. Everything from wills to banking to tax returns became more complicated.
Read More
1 26 27 28 29 30 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