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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.

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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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Options for Small Business Bankruptcy - Werner Law Firm

Options for Small Business Bankruptcy

POSTED ON: August 28, 2020 BY: Troy Werner
COVID-19's impact on the economy has been absolutely devastating. Not only have lockdowns and travel restrictions greatly impacted industries across the country, but for every death, there is an assorted collection of infections with short-term and long-term physical deficits, grieving parents and children, and countless Americans laid off as business owners line-up to file bankruptcy. […]
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What Is a Revocable Living Trust, Can It Keep My Estate Plan Private? - Werner Law Firm

What Is a Revocable Living Trust, Can It Keep My Estate Plan Private?

POSTED ON: August 25, 2020 BY: Troy Werner
When we die, everything we own must be distributed among the living. Aside from some relatively fringe exceptions where people have requested to be buried with all sorts of belongings, the dead cannot “own” anything per se and must pass the property on to their loved ones and next of kin. An estate plan is […]
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Estate Planning 101 for LGBT Couples - Werner Law Firm

Estate Planning 101 for LGBT Couples

POSTED ON: August 18, 2020 BY: Troy Werner
Estate planning tools have long been one of the only ways for LGBT couples to ensure that a part of what they own is left behind for their partner. An estate plan constitutes a list of documents and legal precautions created with the explicit purpose of preparing for death. While grim on the surface, an […]
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What You Need to Know Before Filing for Medical Bankruptcy - Werner Law Firm

What You Need to Know Before Filing for Medical Bankruptcy

POSTED ON: August 11, 2020 BY: Troy Werner
Healthcare spending accounted for 17.7 percent of the US’s GDP in 2018, in comparison to just 5 percent in 1960. In individual terms, that is an average of $11,000 per person, for a total of $3.6 trillion. Americans pay significantly more for their healthcare than the citizens of most other developed countries, and rising healthcare […]
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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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