Wills, Trusts & Probate Law Blog

Home » Estate Planning » Page 42

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.

6 Key Retirement Planning Steps to Take - Werner Law Firm

6 Key Retirement Planning Steps to Take

POSTED ON: October 26, 2020 BY: Troy Werner
Retirement can be fun; a chance to revitalize old interests, explore your passions, seek a new purpose, enjoy time with your loved ones, or dedicate yourself to something other than work. But to get to all that, you must first prepare how to get there through successful retirement planning. As pensions become increasingly rare or […]
Read More
Is Your Estate Plan “Trustworthy"? - Werner Law Firm

Is Your Estate Plan “Trustworthy"?

POSTED ON: October 15, 2020 BY: Troy Werner
Most people have the misconception that a trust is a tool or plan reserved for the incredibly rich, built purely for tax avoidance purposes, and irrelevant for most families. Yet trusts can prove incredibly useful for everyday Americans, and may: Help your family avoid probate. Minimize the impact of state estate taxes on modest estates. […]
Read More
Can a Life Insurance Trust Protect Your Estate Plan and Legacy? - Werner Law Firm

Can a Life Insurance Trust Protect Your Estate Plan and Legacy?

POSTED ON: October 12, 2020 BY: Troy Werner
A life insurance policy can be a flexible financial tool meant to help give your spouse, children, or other beneficiaries the financial means with which to help themselves cover costs after your death. Sometimes, life insurance policies are built into an estate plan explicitly to cover state and/or federal estate taxes when all other options […]
Read More
What Exactly Is Modern Estate Planning? - Werner Law Firm

What Exactly Is Modern Estate Planning?

POSTED ON: October 6, 2020 BY: Troy Werner
The model of the typical family has been shifting away from the “traditional” setup since the post-war era. From married couples with children (which accounted for about 79 percent of families in 1950, but only 55 percent in 1990), to a combination of heterosexual married couples, single-parent households, same-sex households, cohabitating parents, blended families, multi-generational […]
Read More
Right of Occupancy vs Life Estate: What's the Difference? - Werner Law Firm

Right of Occupancy vs Life Estate: What's the Difference?

POSTED ON: September 30, 2020 BY: Troy Werner
A life estate, or a lifetime estate, is a form of property ownership wherein one party is given the right of occupancy to the property for the rest of their life in the form of a transferable title (the life tenancy), while another party holds property and gains total control over it once the life […]
Read More
Does Beneficiary Designation Override a Will? - Werner Law Firm

Does Beneficiary Designation Override a Will?

POSTED ON: September 25, 2020 BY: Troy Werner
Beneficiary designation exists for vehicles, bank accounts, and smaller properties, but they are most utilized in retirement accounts and life insurance policies. A beneficiary designation provides the basis for an immediate transfer of any assets to that beneficiary upon the original owner’s death. Beneficiary designations bypass the probate process and are subject to unique federal […]
Read More
Do You Need a Lawyer to Get a Power of Attorney in California? - Werner Law Firm

Do You Need a Lawyer to Get a Power of Attorney in California?

POSTED ON: September 19, 2020 BY: Troy Werner
You do not need a lawyer to get or create a power of attorney in California. A power of attorney is a document giving another person (named your “agent”) the right to act in your name (wherein you are the “principal”) within the scope and limitations set by the document. A power of attorney can […]
Read More
Does Right of Survivorship Override a Will? - Werner Law Firm

Does Right of Survivorship Override a Will?

POSTED ON: September 16, 2020 BY: Troy Werner
When property belongs to one person, it is generally easy to figure out who owns all the equity, and who decides where ownership over the property will be transferred in the future. But in many cases, property is not owned by a single person or entity. When two or more people own property, that property […]
Read More
Using a Pour-Over Will in Estate Planning - Werner Law Firm

Using a Pour-Over Will in Estate Planning

POSTED ON: September 8, 2020 BY: Troy Werner
A pour-over will is an estate planning document built to ensure that anything in your estate that has not been funded into your living trust before your death is automatically funded into your trust afterwards. Pour-over wills exist to generally to prevent having assets outside of the trust after death. If one is building an […]
Read More
Can a Durable Power of Attorney Help Manage My Retirement Accounts? - Werner Law Firm

Can a Durable Power of Attorney Help Manage My Retirement Accounts?

POSTED ON: August 31, 2020 BY: Troy Werner
Preparation is always good. We have no way of knowing what the future might hold, and with a little bit of foresight, we can save ourselves and our families a lot of grief and trouble. That is the basic ethos behind estate planning tools like durable power of attorney documents (POAs), which enable someone (an […]
Read More
1 40 41 42 43 44 64

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.

Book an Initial Call Now

Join Our eNewsletter and our California Estate Planning and Probate Blog Digest

Werner Law Firm logo
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.
Santa Clarita, CA Office

27433 Tourney Rd, Suite 200
Santa Clarita, California 91355

DIRECTIONS
Los Angeles, CA Office

445 S. Figueroa St., Suite 3100
Los Angeles, California 90071

DIRECTIONS
Bakersfield, CA Office

4900 California Ave, Tower B-210
Bakersfield, California 93309

DIRECTIONS
Newport Beach, CA Office

23 Corporate Plaza Dr., Suite 150
Newport Beach, California 92660

DIRECTIONS
Lancaster, CA Office

626 W Lancaster Blvd.,
Lancaster, California 93534

DIRECTIONS
Pasadena, CA Office

35 North Lake Avenue, Suite 710
Pasadena, California 91101

DIRECTIONS
Simi Valley, CA Office

2655 First St, Suite 250
Simi Valley, CA Office, California 93065

DIRECTIONS
Encino, CA Office

15760 Ventura Blvd, Suite 700
Encino, California 91436

DIRECTIONS
Oxnard, CA Office

300 E Esplanade Dr., 9th Floor
Oxnard, California 93036

DIRECTIONS
Santa Barbara, CA Office

7 W. Figueroa St., Suite 200
Santa Barbara, California 93101

DIRECTIONS
IMS - Estate Planning and Elder Law Practice Growth Advisors
Powered by