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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.

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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Resolving Probate Problems with Siblings - Werner Law

Resolving Probate Problems with Siblings

POSTED ON: December 17, 2021 BY: Troy Werner
If you are anticipating family issues when you pass away and leave behind an inheritance for your loved ones, then heading them off is crucial. Even simple squabbles can turn into vicious and litigious fights down the road, and sore wounds can become years and decades of alienation, nonstop fighting, and eventually lead to an […]
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What is a Contingent Beneficiary? - Werner Law Firm

What is a Contingent Beneficiary?

POSTED ON: December 14, 2021 BY: Troy Werner
A contingent beneficiary is someone who inherits either if the primary beneficiary cannot, or if certain conditions have been fulfilled. To put it into an example, if you decide to leave your house to your three children, you may place the eldest as the primary beneficiary of the house and name your second child as […]
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How to Revoke a Trust in California - Werner Law Firm

How to Revoke a Trust in California

POSTED ON: December 7, 2021 BY: Troy Werner
Trusts can be a powerful estate planning tool. Among other things, trusts allow you to allocate assets for long-term investment to pay dividends for your children and grandchildren, protect certain assets and investments from creditors, minimize the tax impact of your death, and drastically simplify the distribution of your estate. But what if you want […]
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What Happens If Someone Dies Without a Will? - Werner Law

What Happens If Someone Dies Without a Will?

POSTED ON: November 29, 2021 BY: Troy Werner
So, what happens if someone dies without a will? Dying without a will is called dying intestate. It means dying without testament, specifically one’s legal testament regarding the management and distribution of one’s belongings and possessions after death. Dying without a will means having everything you own automatically distributed among your next of kin as […]
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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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