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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.

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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Trust Tax 101: Basics of Taxation on Trusts - Werner Law

Trust Tax 101: Understanding the Basics of Taxation on Trusts

POSTED ON: April 17, 2023 BY: Troy Werner
Every year on Tax Day, millions of Americans prepare to send in their final tax returns, awaiting refunds or fearing debt. Yet not every individual income tax return pertains to a person. Trust agreements, too, must pay taxes – and many types of trusts must file their own tax returns.  Understanding how trust taxation works […]
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Using a Cohabitation Agreement to Determine Property - Werner

Using a Cohabitation Agreement to Determine Property Rights for Unmarried Couples

POSTED ON: April 10, 2023 BY: Troy Werner
A cohabitation agreement can be a valuable tool for unmarried couples to determine their property rights and financial responsibilities in case of a separation or death. As marriage rates continue to decline, a growing number of adults are likely to live or have lived with an unmarried partner, often either before marriage or with no […]
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How a Pot Trust Can Benefit Your Estate Planning - Werner Law

How a Pot Trust Can Benefit Your Estate Planning

POSTED ON: April 5, 2023 BY: Troy Werner
A pot trust is a great estate planning tool that allows parents to ensure that their children are provided for financially after their death, while still maintaining control over the assets. Trusts can be a valuable and powerful estate planning tool – if applied appropriately. Not all estates need a trust, and not all trusts […]
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Suicide Exclusion Clauses: Suicide and Estate Planning - Werner

Suicide Exclusion Clauses: What Happens when a Decedent Commits Suicide?

POSTED ON: March 30, 2023 BY: Troy Werner
When a will has been witnessed and notarized, the author’s cause of death becomes mostly irrelevant. Suicide does not affect how a person’s belongings are distributed so long as they were considered “of sound mind” when they declared how they want their estate to be handled. Suicide exclusion clauses are specific circumstances outlined in an […]
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Common Delays to the Final Distribution of Estate Assets - Werner

6 Common Delays to the Final Distribution of Estate Assets

POSTED ON: March 27, 2023 BY: Troy Werner
In this blog post, we explore the complex process of final distribution of estate assets, including the steps involved and important considerations to keep in mind. Whether you're a beneficiary or executor of an estate, understanding this process is crucial for ensuring a fair and timely distribution of assets. When a person dies, the process […]
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What You Need to Know About DPOA in California - Werner Law

What You Need to Know About DPOA in California

POSTED ON: March 21, 2023 BY: Troy Werner
You are your own person. But there may be times when you need someone else to make certain decisions in your name. When it comes to end-of-life care and estate planning, some circumstances call for the help of a competent and trusted individual to make crucial decisions at times when you may be incapacitated, temporarily […]
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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.

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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