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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.

Revocable vs Irrevocable Trust: What's the Difference? - Werner Law Firm

Revocable vs Irrevocable Trust: What's the Difference?

POSTED ON: February 24, 2020 BY: Troy Werner
A trust can be an excellent estate planning tool, passing assets to loved ones while avoiding the probate process, and potentially eliminating the need to pay an estate tax (when implemented correctly). But there is far more nuance to a trust than most might guess, and there is far more to implementing a revocable vs […]
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What Happens to Unpaid Bills in a Probate Matter? - Werner Law Firm

What Happens to Unpaid Bills in a Probate Matter?

POSTED ON: February 21, 2020 BY: Troy Werner
Death can come suddenly and unexpectedly, and it is rare to be prepared for it. As a matter of fact, nearly half of all Americans over the age of 55 do not have a will, and only 18 percent of Americans above age 55 have an established estate plan (with more than just a will). […]
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5 Estate Planning Steps for New Parents - Werner Law Firm

5 Estate Planning Steps for New Parents

POSTED ON: February 17, 2020 BY: Troy Werner
It is incredibly stressful to be a new parent. Parenting is not something that anyone can be adequately prepared for. No matter how long you have thought about it and how much you have read about it. But between weathering the many sleepless nights and stressing endlessly over baby products, and the many challenges of […]
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Breach of Fiduciary Duty Must-Knows and How to Avoid It - Werner Law Firm

Breach of Fiduciary Duty Must-Knows and How to Avoid It

POSTED ON: February 12, 2020 BY: Troy Werner
The law is a rather precise thing – especially contract law. There is a reason lawyers stress the importance of pouring over the bylaws and the fine print. When sitting down to pen an agreement between two parties, every little detail counts. Conduct needs to be discussed twice and thrice over, conditions need to be […]
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Estate Planning: Different Types of Trusts - Werner Law Firm

Different Types of Trusts

POSTED ON: February 5, 2020 BY: Troy Werner
In estate planning terms, a trust is both an agreement and an entity, created for the purpose of holding assets and accounts ‘in trust’ until they are ready to be distributed to designated beneficiaries. Trusts must be ‘funded’, which involves amending the assets mentioned within the trust document to reflect that they are now part […]
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2020 Estate Planning Documents Checklist - Werner Law Firm

2020 Estate Planning Documents Checklist

POSTED ON: January 29, 2020 BY: Troy Werner
As we deal with this crisis, it is as good a moment as ever to take stock of your current estate planning documents. If you do not have an estate plan, then this is the time for you to set one up. Despite the term, estate plans are not just all about your estate. More […]
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What Is the SECURE Act, How Could It Affect Your Retirement? - Werner Law Firm

What Is the SECURE Act, How Could It Affect Your Retirement?

POSTED ON: January 27, 2020 BY: Troy Werner
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, signed into law by President Donald Trump earlier last December, features a series of provisions designed largely to help Americans prepare for retirement. As the pension vanishes, more Americans turn towards partially self-sufficient means of preparing for retirement, such as the IRA and the employer-provided […]
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Leaving a Legacy, Lasting Gift to Loved Ones - Werner Law Firm

Leaving a Legacy, Lasting Gift to Loved Ones

POSTED ON: January 23, 2020 BY: Troy Werner
We all pass away eventually, and we all hope of leaving behind some kind of legacy. The older we get, the more important this becomes – especially as we see our loved ones grow up and lead lives of their own. With age comes time for introspection, and a thoughtful look at the past – […]
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With the New Year Upon Us, It's Time Revisit Your Estate Plan - Werner Law Firm

With the New Year Upon Us, It's Time Revisit Your Estate Plan

POSTED ON: January 20, 2020 BY: Troy Werner
As we enter a new decade, we gather to set our goals for the year and reflect on the progress made in the last 12 months. Just as it is time for a little spring cleaning, it might also be the perfect time of the year to revisit a crucial element of your family’s financial […]
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Step-By-Step Guide to Probate Estate in California - Werner Law Firm

Step-By-Step Guide to Probate Estate in California

POSTED ON: January 13, 2020 BY: Troy Werner
The thing to remember about probate is that, in a best-case scenario, it is boring. And that is a good thing. The probate estate process is not overly complex in most cases, and it does not need to be. If you are in charge of overseeing the probate estate process, it helps to have a […]
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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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