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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.

When is Probate Required? Tips to Keep in Mind - Werner Law

When is Probate Required? Tips to Keep in Mind

POSTED ON: June 14, 2023 BY: Troy Werner
When is probate required? When a person dies, their belongings must be distributed among the living – in most cases, at least. It’s rare for someone to take something to the grave with them, in the style of the ancient Egyptians. And legally, the dead cannot own anything. However, how do you determine who gets […]
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What is a Survivor's Trust and How It Stands Out From Other Trusts - Werner Law

What is a Survivor's Trust and How It Stands Out From Other Trusts

POSTED ON: June 13, 2023 BY: Troy Werner
A survivor’s trust is one part of a joint trust strategy, usually between married couples. Also known as a survivorship trust, or a spousal trust, a survivor’s trust is created when the first spouse passes away, as part of an estate planning technique usually utilized to minimize estate taxes and provide the surviving spouse with […]
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Overview of Inheritance Laws by State - Werner Law

Overview of Inheritance Laws by State

POSTED ON: May 25, 2023 BY: Troy Werner
Inheritance laws by state govern much more than just who gets what. The portion of the law dedicated to inheritance invariably overlaps with systems of ownership, marriage, and taxation, to name just a few. Let us take it from the top.  The Three Systems The history of the United States, short as it may be […]
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Legitime Laws: What You Need to Know - Werner Law

Legitime Laws: What You Need to Know

POSTED ON: May 22, 2023 BY: Troy Werner
Legitime laws refer to a collection of different laws in countries with a civil legal system, where every legitimate heir is entitled to a minimum portion of an estate.  Legitime laws can be traced to Roman law, and are also known as the forced share, or the legal right share. Under legitime laws, an heir […]
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What is a Bypass Trust and Why Should You Consider One in Your Estate Plan? - Werner Law

What is a Bypass Trust and Why Should You Consider One in Your Estate Plan?

POSTED ON: May 16, 2023 BY: Troy Werner
What is a bypass trust, and do you need one? Estate planning can take many forms, but at the end of the day, most estate plans boil down to the same purpose: maximizing the sentimental and financial value of your legacy to those you care about the most.  A bypass trust is one among a […]
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Testamentary Trust vs Living Trust: Evaluating Both - Werner Law

Testamentary Trust vs Living Trust: Evaluating Both

POSTED ON: May 10, 2023 BY: Troy Werner
Testamentary Trust vs Living Trust An estate constitutes the total financial value of a person’s belongings at the time of their death – including their real estate, personal property, investments, financial instruments, and sentimental possessions. When you die, all of these things must go on to be distributed among the living. The probate process is […]
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Protecting Your Inherited Property: Why Estate Planning is Essential - Werner Law

Protecting Your Inherited Property: Why Estate Planning is Essential

POSTED ON: May 3, 2023 BY: Troy Werner
It doesn’t matter whether it’s a small fortune or something sentimental – we cherish the things our loved ones leave behind for us, and we want to protect them. Sadly, there is a lot to protect them from. The value and worth of inherited property may be diminished or affected by divorce, taxes, and even […]
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The Role of Ring Fencing in Living Trusts - Werner Law

The Role of Ring Fencing in Living Trusts

POSTED ON: April 26, 2023 BY: Troy Werner
Ring fencing has nothing to do with jewelry, but everything to do with protecting the assets that are most important to you – or mitigating risk in a volatile business.  Ring fencing describes the act of separating, isolating, and insulating select assets or business dealings through some form of legal arrangement. There are no formal […]
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Utilize Estate Planning to Offer Unique Employee Benefits - Werner Law

Utilize Estate Planning to Offer Unique Employee Benefits

POSTED ON: April 24, 2023 BY: Troy Werner
The majority of employees – over 80 percent – would take certain employee benefits over a pay raise. The value and importance of employer-provided benefits as a bargaining tool in the hiring market, and the power of providing the right non-financial incentives to ensure the comfort and wellbeing of your employees, is higher than ever.  […]
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Ethical Will and Why You Should Consider One - Werner

What Is an Ethical Will and Why You Should Consider One

POSTED ON: April 21, 2023 BY: Troy Werner
Originally a Hebrew tradition, an ethical will can be a document of spiritual and moral guidance, a message of love and compassion to future generations, or something else; meant as a means to encapsulate and put to words an individual’s beliefs, values, and wisdom, an ethical will may take the form of a letter, a […]
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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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