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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.

Preliminary Change of Ownership Report and Estate Planning - Werner

Filing a Preliminary Change of Ownership Report in Estate Planning

POSTED ON: January 6, 2023 BY: Troy Werner
Any property transfer in California may require filing a Preliminary Change of Ownership Report. For most people, this report is needed whenever real estate is transferred from one person to the next, even if only partially. An interest in real estate must be reported to the state for tax appraisal purposes. All 58 counties in […]
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What Is the Average Cost of Probate in California - Werner Law

What Is the Average Cost of Probate in California?

POSTED ON: December 30, 2022 BY: Troy Werner
Probate is the process by which your local legal authority processes and administrates the management of a person’s belonging after death. Ownership must transfer to the living, whether personal effects or investments, properties, assets, and other items. Read on for an in-depth analysis of the cost of probate in California. However, while we can use […]
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California’s Escheatment Process for Unclaimed Property - Werner

California’s Escheatment Process for Unclaimed Property

POSTED ON: December 29, 2022 BY: Troy Werner
Here is a shocking number: there is over $49 billion in the unclaimed property sitting around in the United States today. This number includes everything from unclaimed refunds and last paychecks to entire homes, investment properties, and abandoned parcels. What happens to all of that property? And how did it get there in the first […]
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When Should You Consider Joint Tenancy? - Werner Law Firm

When Should You Consider Joint Tenancy?

POSTED ON: December 27, 2022 BY: Troy Werner
Homeownership represents the unattainable ideal for many millennials and younger Americans today. Between record-high housing costs, inflation, and stagnating wages, the dream of owning a place you can call home might seem exceedingly distant. However, if that home could somehow be split between multiple parties, a distant dream can quickly become a realistic prospect. One […]
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Is Forced Heirship Real and How Common Is It - Werner Law Firm

Is Forced Heirship Real and How Common Is It?

POSTED ON: December 20, 2022 BY: Troy Werner
Forced heirship is a concept or legal stipulation that involves leaving a mandated portion of your estate to an heir. In other words, forced heirship implies that it is illegal to disown or disinherit certain heirs without precedence. The concept of forced heirship stems from civil law, a largely European legal system derived from Roman […]
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How to Avoid Estate Tax on Your Life Insurance Payout - Werner

How to Avoid Estate Tax on Your Life Insurance Payout

POSTED ON: December 12, 2022 BY: Troy Werner
Let’s assume you have written and finalized your will and double-checked your accounts. You've specified your designations and talked to your family about certain medical decisions and financial responsibilities. Let’s say you have your affairs in order but want to make the funerary costs and final arrangements a little less hefty in your loved ones’ […]
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All-Encompassing Guide on Including Bequests in a Will - Werner

All-Encompassing Guide on Including Bequests in a Will

POSTED ON: December 5, 2022 BY: Troy Werner
How do you ensure that your belongings are properly distributed between your friends and family after death? A common answer is to use a will – but what sort of property can and cannot be distributed via a will? Also, how does a will choose and bequeath an inheritance, and how do you go about […]
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Use an AB Living Trust to Maximize Your Estate Tax Exemptions

Use an AB Living Trust to Maximize Your Estate Tax Exemptions

POSTED ON: November 30, 2022 BY: Troy Werner
Trusts and estate plans can get incredibly complicated, so let us break the AB living trust down into its most basic moving parts. AB living trusts are a two-part trust process involving the creation of an A trust (the marital trust) and a B trust (the bypass trust). Both trusts ensure that the wealth accrued […]
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What Happens to Credit Card Debt When You Die - Werner Law Firm

What Happens to Credit Card Debt When You Die?  

POSTED ON: November 25, 2022 BY: Troy Werner
When a person dies, their belongings pass onto the living. There’s little you can take beyond the grave with you, and few of those things may be substantial assets, such as a home or investment property. As such, creditors and lenders – particularly those you owe – can turn towards the remnants of what material […]
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Form 706: Guide to Filling Out the Estate Tax Return - Werner Law

Form 706: Guide to Filling Out the Estate Tax Return

POSTED ON: November 22, 2022 BY: Troy Werner
Estate taxes are a dangerous and scary buzzword – some tax professionals, accountants, politicians, and media figures have even taken to calling them death taxes. But they currently only affect a fraction of a percent of the American population. Could that change soon? Estates receive the federal estate tax when their total value is higher […]
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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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