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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.

Why Is a Special Needs Trust Important for Your Child's Future?

Why Is a Special Needs Trust Important for Your Child's Future?

POSTED ON: November 7, 2024 BY: Troy Werner
Learn how a special needs trust can protect your child's benefits, while providing long-term financial security.
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Estate Planning for a Child with Addiction: Structuring Inheritance — Scheduled

Estate Planning for a Child with Addiction: Structuring Inheritance

POSTED ON: November 6, 2024 BY: Troy Werner
Protect your child's future by creating a trust that supports their recovery, while safeguarding their inheritance.
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What Is ‘Omitted Child’ in Estate Planning?

What Is ‘Omitted Child’ in Estate Planning?

POSTED ON: November 5, 2024 BY: Troy Werner
However, in the absence of effective estate planning (that is, without executing a valid will, trust and death beneficiary forms) a child may be entitled to a portion of the deceased parent’s estate.
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Can an Irrevocable Trust Be Changed or Ended?

Can an Irrevocable Trust Be Changed or Ended?

POSTED ON: November 4, 2024 BY: Troy Werner
In the estate-planning world, an irrevocable trust is the ultimate ‘no backsies’ kind of trust. Once you set one of these up to give control of assets to heirs or to charity, it’s supposed to be permanent and unalterable.
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Can I Make My Dog My Beneficiary?

Can I Make My Dog My Beneficiary?

POSTED ON: November 1, 2024 BY: Troy Werner
In June 2019, designer Karl Lagerfeld passed away. A chunk of his fortune, amassed after decades of helming the fashion house Chanel, was left to his cat, Choupette.
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How Do I Leave Funeral Instructions for My Family?

How Do I Leave Funeral Instructions for My Family?

POSTED ON: October 31, 2024 BY: Troy Werner
Prearranging your funeral provides peace of mind by easing the burden on your family and ensuring that your wishes are followed.
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Estate Planning for Grandparents Raising Grandchildren What You Need to Know

Estate Planning for Grandparents Raising Grandchildren: What You Need to Know

POSTED ON: October 30, 2024 BY: Troy Werner
Explore legal options like guardianship and grandparent power of attorney to ensure the well-being of grandchildren you're raising.
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Here’s When You Need to Update Your Will

Here’s When You Need to Update Your Will

POSTED ON: October 29, 2024 BY: Troy Werner
You need to keep it up-to-date and make changes after certain events occur to ensure that your assets will be distributed according to your wishes when you pass.
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What are the Rules About Inherited IRAs?

What are the Rules About Inherited IRAs?

POSTED ON: October 28, 2024 BY: Troy Werner
The key to managing your inherited IRA well is understanding your options at each step of the process, from inheriting, to transfers or rollovers and management, to taking distributions.
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Why Gen Z Needs to Pay Attention to Estate Planning

Why Gen Z Needs to Pay Attention to Estate Planning

POSTED ON: October 25, 2024 BY: Troy Werner
The sooner you plan for how you want to disburse your assets after you’re gone, the better, even if you’re still building yours.
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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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