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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.

Successor Trustee vs Executor: The Differences and Duties - Werner Law

Successor Trustee vs Executor: The Differences and Duties

POSTED ON: May 23, 2022 BY: Troy Werner
Successor Trustee vs Executor Estate plans consist of legal documents that are signed, notarized, and kept safe in places like safety deposit boxes. But they also consist of people. And while the documents themselves serve as the foundation for an estate plan, what ultimately makes the plan work is the people who carry it out […]
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6 Key Estate Planning Tools to Know - Werner Law

6 Key Estate Planning Tools to Know

POSTED ON: May 19, 2022 BY: Troy Werner
Prior to the pandemic, only about one in three Americans had a will, let alone another type of estate planning tool. That may be in part because death is an uncomfortable subject – but if you have any assets and any family, it is an important one. When we die, everything we own is distributed […]
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Is a Holographic Will Acceptable in California? - Werner Law

Is a Holographic Will Acceptable in California?

POSTED ON: May 13, 2022 BY: Troy Werner
Leaving behind proof of your last will and testament is critical to seeing it honored after your death. Any document claiming to your last will is sure to be met with skepticism if it was not properly witnessed and notarized – after all, a document like a will determines who gets what after death and […]
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Laws of Intestacy in California - Werner Law

Laws of Intestacy in California

POSTED ON: May 10, 2022 BY: Troy Werner
Intestacy laws determine who gets what after death, if no valid last will and testament was left behind. Intestacy refers to dying intestate, or without a testament of one’s final wishes regarding the contents of one’s estate. In general, intestacy laws dictate the succession in which a person’s relatives inherit their assets and personal property. […]
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Fundamental estate planning

Communication is Key in Generational Estate Planning

POSTED ON: May 10, 2022 BY: Troy Werner
For most families, the estate planning process is more involved than simply naming beneficiaries. While the primary goal of estate planning is transferring assets in an orderly and tax-efficient manner, it’s just as important to focus on preserving wealth across generations.
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How Long Does Bankruptcy Stay on Your Credit Report? - Werner Law

How Long Does Bankruptcy Stay on Your Credit Report?

POSTED ON: April 28, 2022 BY: Troy Werner
Filing for bankruptcy is not a tabula rasa. While bankruptcy can help you deal with mounting debt and financial distress, there are certain debts and obligations it cannot erase – and long-term consequences that are inescapable. Perhaps the most severe punishment associated with bankruptcy is not what it does to your wallet, but what it […]
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What Is a Probate Lawyer, Do I Need One? - Werner Law

What Is a Probate Lawyer, Do I Need One?

POSTED ON: April 22, 2022 BY: Troy Werner
A probate lawyer is a state-licensed legal professional whose job is to guide the executor of a will, or the beneficiaries of an estate, through the probate process. Probate lawyers can also fulfill other duties and assist in the creation of an estate plan long before the probate process comes to pass. To understand what […]
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Durable vs General Power of Attorney: The Difference? - Werner Law

Durable vs General Power of Attorney: What's the Difference?

POSTED ON: April 19, 2022 BY: Troy Werner
Despite the rapid rate at which our technology evolves, we cannot yet be in two places at once. At least, not physically. While digital identification processes have made it easier than ever to open bank accounts and even start trading from the comfort of your living room, there are many processes for which we require […]
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Revocable Transfer on Death Deed: What to Know - Werner Law

Revocable Transfer on Death Deed: What to Know

POSTED ON: April 14, 2022 BY: Troy Werner
What we own in life must be divided among the living when we die. It’s one thing to carry our favorite necklace or a wedding ring into the earth, but another to cling to the family home or the vintage convertible.  The purpose of a last will and testament is to put a person’s wishes, […]
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What Is Generational Wealth and How Do You Build It? - Werner Law

What Is Generational Wealth and How Do You Build It?

POSTED ON: April 11, 2022 BY: Troy Werner
We all dream of leaving behind a financial legacy to see our children through successful lives – to ensure their dreams and the dreams of their children can be made possible, through the hard work we endure in our day-to-day. But the reality can be starkly disappointing. The majority of “generational wealth” disappears by the […]
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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.

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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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