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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.

Guide to Community Property With Right of Survivorship - Werner

How Community Property With Right of Survivorship Avoids Probate

POSTED ON: November 11, 2022 BY: Troy Werner
Everything we own in life must be distributed among the living in death. There's very little you can take with you into the afterlife, by law – and multiple unique processes are in place for supervising the accumulation, valuation, and eventual distribution of a person's belongings or estate after death. One of these properties in […]
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Holographic Wills Criteria for Handwritten Wills - Werner Law Firm

Holographic Wills: Criteria for Handwritten Wills

POSTED ON: November 4, 2022 BY: Troy Werner
Only about a third of adult Americans have a will, let alone a comprehensive estate plan. Yet not all wills are made equal. Some wills are more "effective" than others, and some wills, despite their best intentions, might never be validated. Some wills are valid in certain states and completely useless in others. One of […]
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What Are the Different Types of Nonprobate Assets - Werner Law

What Are the Different Types of Nonprobate Assets?  

POSTED ON: October 31, 2022 BY: Troy Werner
The probate process begins after a person dies when a probate court must track, value, and distribute their assets and the contents of their estate. Meanwhile, probate courts also oversee the fulfillment of a decedent's final obligations, such as their last tax return, the resolution of outstanding debts, and ancillary processes for out-of-state assets. However, […]
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5 Strategies for Reducing Inheritance Tax - Werner Law Firm

5 Strategies for Reducing Inheritance Tax

POSTED ON: October 24, 2022 BY: Troy Werner
Money may be the last thing on your mind when your loved one passes away, but it is often at the top of the state's concerns due to the estate and inheritance tax. When a taxpayer dies, an invisible timer kicks off before their probate process begins – usually through the petition of a loved […]
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Whe a loved one passes away.

What Do I Need to Do When a Loved One Dies?

POSTED ON: October 24, 2022 BY: Troy Werner
It’s easy to overlook an important task after a spouse or other loved one passes away – like retitling assets. It’s a little thing with big ramifications. Follow this checklist to help make a challenging time less confusing.
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Guidelines for Estate Trustees - Werner Law Firm

Guidelines for Estate Trustees

POSTED ON: October 18, 2022 BY: Troy Werner
Estate trustees are individuals in charge of managing a trust after the trust's creator (the grantor) has died. In most cases, these trustees are successor trustees because the living trust tends to be structured, so the grantor is also the first managing trustee. Estate trustees are part of the crucial trinity of individuals that make […]
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Using a Lady Bird Deed in Estate Planning - Werner Law Firm

Using a Lady Bird Deed in Estate Planning

POSTED ON: October 14, 2022 BY: Troy Werner
The Lady Bird deed was supposedly named after the wife of late President Lyndon B. Johnson, who used this type of estate planning tool to transfer property and land to his wife without invoking Medicaid claims and liens. Previously known as an enhanced life estate deed, the Lady Bird deed is a type of estate […]
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7 Golden Rules of Asset Protection Planning - Werner Law Firm

The Golden Rules of Asset Protection Planning

POSTED ON: October 10, 2022 BY: Troy Werner
Asset protection planning is not just a tool for the exceptionally wealthy to minimize tax liability or avoid losing a specific asset. You can also use asset protection to protect individual properties and assets from potential litigation, which can be especially concerning for professionals in certain high-risk occupations. Think doctors, property developers, accountants, lawyers, and […]
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Conservatorship vs Guardianship What's the Difference? - Werner Law Firm

Conservatorship vs Guardianship: What's the Difference?

POSTED ON: September 30, 2022 BY: Troy Werner
The similarities between conservatorship vs guardianship are in both description and definition. Conservatorships are generally applied to adults, while guardianships typically involve minors. Guardianships and conservatorships center around managing a single person's affairs and financials. In guardianships, the person managed is known as the ward, while in conservatorships, they are known as the conservatee. Depending […]
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What Is a Contingent Beneficiary and How Do You Choose One? - Werner Law Firm

What Is a Contingent Beneficiary and How Do You Choose One?

POSTED ON: September 26, 2022 BY: Troy Werner
A contingent beneficiary is a secondary beneficiary who only inherits if the first or primary beneficiary refuses their inheritance or cannot inherit. A contingent beneficiary is not a second or third beneficiary who will inherit in addition to your first heir. If everything goes "well," the contingent beneficiary may not inherit anything. One of the […]
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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.

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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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