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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 Do I Leave an Inheritance to My Child but Not Their Spouse?

How Do I Leave an Inheritance to My Child but Not Their Spouse?

POSTED ON: October 23, 2024 BY: Troy Werner
Safeguard your married child’s inheritance with trusts, prenuptial agreements and postnuptial agreements.
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Do I Need a Will?

Do I Need a Will?

POSTED ON: October 22, 2024 BY: Troy Werner
According to a 2024 survey, only 32% of us die with a will. That’s down 6% from 2023 and doesn’t consider trusts or other estate planning documents.
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How Does Estate Planning Protect Couples with Big Age Gaps?

How Does Estate Planning Protect Couples with Big Age Gaps?

POSTED ON: October 21, 2024 BY: Troy Werner
Relationships with significant age gaps come with unique rewards and challenges, especially for couples discussing how to manage their estate later in life.
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Select Why Does Young Family Need an Estate Plan? Why Does Young Family Need an Estate Plan?

Why Does A Young Family Need an Estate Plan?

POSTED ON: October 18, 2024 BY: Troy Werner
Since a will can be customized to fit the exact needs and desires of a family, there’s no need to leave the future financial stability and personal wellbeing of young children up to the state.
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Select National Estate Planning Awareness Week National Estate Planning Awareness Week

National Estate Planning Awareness Week

POSTED ON: October 17, 2024 BY: Troy Werner
National Estate Planning Awareness Week is a reminder to take control of your future by creating an estate plan that protects your family and assets.
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What's the Difference Between an Heir and a Beneficiary?

What's the Difference Between an Heir and a Beneficiary?

POSTED ON: October 16, 2024 BY: Troy Werner
Learn the crucial differences between heirs and beneficiaries to ensure that your estate is passed down according to your wishes.
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Estate Planning Success Supported by Speaking with Heirs

Estate Planning Success Supported by Speaking with Heirs

POSTED ON: October 15, 2024 BY: Troy Werner
Because we are reluctant to discuss wills, many families only learn what their loved ones want to happen with their property after funeral services, and grief has made everyone fragile. A recent article from Success, “Will Power: Why Transparency in Estate Planning Matters,” explains how family members can share their wishes with loved ones during difficult times. People not used to dealing with large sums of money may not have plans for tax-efficient wealth transfer. This includes parents who have devoted their lives to saving for retirement and need a plan both to use their accumulated wealth and pass it…
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Changes to Estate Plans After the Death of a Spouse

Changes to Estate Plans After the Death of a Spouse

POSTED ON: October 14, 2024 BY: Troy Werner
The death of a spouse leaves a long list of things to do, all while you’re grieving. It can be tough to know exactly what to tackle first.
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How Divorce, Death and Timing Impacted the Results of Shannen Doherty’s Estate Plan

How Divorce, Death and Timing Impacted the Results of Shannen Doherty’s Estate Plan

POSTED ON: October 11, 2024 BY: Troy Werner
Timing is everything, which is certainly the case regarding Doherty’s estate.
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Estate Planning for the Family Vacation Home

Estate Planning for the Family Vacation Home

POSTED ON: October 10, 2024 BY: Troy Werner
There is a lot to consider when deciding what will happen to the vacation property in the event of your demise but there is even more to consider in the event that you would require long-term care.
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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

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