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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.

Understanding Marital Trusts in Your Estate Plan

Understanding Marital Trusts in Your Estate Plan

POSTED ON: March 14, 2024 BY: Troy Werner
A marital trust is a complex estate planning tool that should be crafted carefully. Because of its tax benefits, you should work closely with an experienced estate planning attorney to establish the marital trust properly.
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Update Your Estate Plan Navigating Life's Changes

Update Your Estate Plan: Navigating Life's Changes

POSTED ON: March 13, 2024 BY: Troy Werner
Discover why updating your estate plan is crucial for securing your legacy. Don't wait for a life event to make necessary changes.
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How to Choose an Estate Planning Attorney: Essential Tips and Questions to Ask

How to Choose an Estate Planning Attorney: Essential Tips and Questions to Ask

POSTED ON: March 12, 2024 BY: Troy Werner
Estate planning is critical to ensuring your legacy and wishes are respected. Choosing the right estate planning attorney is essential to this process. This article provides tips for selecting an attorney to serve your needs best and guide you through crafting a comprehensive estate plan.
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A Will Alone Is Not Enough to Avoid Probate: Beyond Basic Estate Planning

A Will Alone Is Not Enough to Avoid Probate: Beyond Basic Estate Planning

POSTED ON: March 11, 2024 BY: Troy Werner
Learn the critical reasons why a will alone is insufficient for a comprehensive estate plan, and why incorporating trusts, beneficiary designations and incapacity planning is essential to ensure a seamless and protected transfer of your assets to your loved ones.
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What is the Most Important Document in an Estate Plan?

What is the Most Important Document in an Estate Plan?

POSTED ON: March 8, 2024 BY: Troy Werner
The most important part of your estate plan isn’t about taxes, investments, gifts, or other financial issues.
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Can I Decline an Inherited IRA?

Can I Decline an Inherited IRA?

POSTED ON: March 7, 2024 BY: Troy Werner
If the strategy is executed properly, an individual can disclaim interest in an inherited IRA and avoid any of the gift and income tax consequences associated with receiving the property.
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Do You Need an Estate Plan?

Do You Need an Estate Plan?

POSTED ON: March 6, 2024 BY: Troy Werner
Estate planning is a vital aspect of financial planning that is essential to ensure that one’s assets are protected, loved ones taken care of and the decedent’s wishes are followed.
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How Does an Estate Plan Address Young Beneficiaries?

How Does an Estate Plan Address Young Beneficiaries?

POSTED ON: March 5, 2024 BY: Troy Werner
Minor children and young adult beneficiaries in particular need more specialized provisions to protect both the assets and the beneficiaries.
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Executor of Will: Understanding Your Duties and Responsibilities

Executor of Will: Understanding Your Duties and Responsibilities

POSTED ON: March 4, 2024 BY: Troy Werner
Being an executor of a will is a significant responsibility, requiring dedication, integrity and, often, legal and financial proficiency. Whether you're preparing to serve as an executor, need to appoint one, or seek to create an effective estate plan, professional guidance can ensure that your estate is managed according to your wishes and the law.
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Crafting Your Family's Financial Future: The Power of Family Trusts

Crafting Your Family's Financial Future: The Power of Family Trusts

POSTED ON: March 1, 2024 BY: Troy Werner
Establishing a family trust can be a crucial step in protecting your assets and ensuring the financial well-being of your family. If you’re considering setting up a family trust, contact an experienced estate planning attorney to explore your options and create a plan tailored to your needs.
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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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