Wills, Trusts & Probate Law Blog

Home » Estate Planning » Page 55

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.

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 […]
Read More
Give Your Family the Gift of Financial Stability in 2020 - Werner Law Firm

Give Your Family the Gift of Financial Stability in 2020

POSTED ON: January 8, 2020 BY: Troy Werner
As we all enter a new decade, it’s likely that we each have drafted up our own plans for the months to come, with dreams of financial stability success, growth, and achievement – whether simply for ourselves, or for our families. While having a resolution for the year to come is good, it is even […]
Read More
Are There Different Types of Wills? - Werner Law Firm

Are There Different Types of Wills?

POSTED ON: January 2, 2020 BY: Troy Werner
A will is a document that reflects your last and final will regarding your belongings, as well as your current dependents. Through a last will and testament, you should aim to clearly define who gets what within the standards required of your state’s laws. When drafting, preparing, finalizing, and notarizing a will, it pays to […]
Read More
How Do Taxes Figure Into a Living Trust? - Werner Law Firm

How Do Taxes Figure Into a Living Trust?

POSTED ON: December 31, 2019 BY: Troy Werner
For some reason, there is some misconception about the role that living trusts play in the taxation of estates, and taxes in general. While some living trusts can provide certain tax benefits, it is important to distinctly note that they do not outright avoid taxes. Taxes are still an important consideration for any living trust, […]
Read More
How Do You Contest a Will? - Werner Law Firm

How Do You Contest a Will?

POSTED ON: December 30, 2019 BY: Troy Werner
Losing a loved one can be a traumatic experience, wrought with painful memories and regrets. However, that pain can be made even worse when finding out that there was no space made for you in your loved one’s estate plan. Finding out that the will completely excludes you can be both hurtful, and suspicious – […]
Read More
How to Help Loved Ones Avoid the Probate Process - Werner Law Firm

How to Keep Your Loved Ones From Going Through the Probate Process

POSTED ON: December 24, 2019 BY: Troy Werner
For many families, probate is not ideal. It’s hard enough dealing with a loved one’s loss, but to then be inundated with a long and arduous legal process to eventually see their property be rightfully distributed can be frustrating, difficult, and expensive. While the California probate process isn’t as bad as it may be in […]
Read More
Pros and Cons of Wills and Trusts - Werner Law Firm

Weighing the Pros and Cons of Wills and Trusts

POSTED ON: December 16, 2019 BY: Troy Werner
Among estate planning tools, the two most common are wills and trusts. Both accomplish similar things, yet serve entirely different purposes, and can even be used in conjunction with one another. A simplified approach to the topic might lead you to believe that wills are easy and cheap, and trusts are more complex and expensive […]
Read More
Estate Planning: Leaving A Home To Heirs - Werner Law Firm

Estate Planning: Leaving A Home To Heirs While You're Still Alive

POSTED ON: December 13, 2019 BY: Troy Werner
When it comes to real estate and estate planning, there are many different options available to you. In real estate, you could find land for a mobile home or rent a space. You could buy a home, or take out a loan for one. As well as using your home to finance other endeavors. You […]
Read More
What You Need to Know as a Trustee - Werner Law Firm

What You Need to Know as a Trustee

POSTED ON: December 9, 2019 BY: Troy Werner
If you have been chosen as a trustee to one’s living trust, then understanding your responsibilities is crucial. The position of trustee places a considerable amount of work on your shoulders. It will be largely upon you to fulfill a trust’s purpose, over a indeterminate amount of time. In many ways, it’s an absolute honor […]
Read More
the most common estate planning concerns-werner

The 5 Most Common Estate Planning Concerns

POSTED ON: December 5, 2019 BY: Troy Werner
The biggest estate planning mistake people make is to begin worrying estate planning concerns too late. It is never too soon to plan your finances, especially because people do not know the future. While financial planning is the key to maintaining wealth, not preparing in the matters of your own estate could mean that everything […]
Read More
1 53 54 55 56 57 72

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