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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.

Can an Irrevocable Trust Protect Your Assets From Medicaid? - Werner Law Firm

Can an Irrevocable Trust Protect Your Assets From Medicaid?

POSTED ON: September 11, 2019 BY: Troy Werner
Medicaid is a government-sponsored federal and state program to help people with meager resources and incomes receive the medical help they need. And for many retirees, it’s one way to help mitigate the high costs of a quality nursing home. But Medicaid eligibility is limited, based on income and countable assets owned. Past a certain […]
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How Is a Title Passed to New Owners Without Probate? - Werner Law Firm

How Is a Title Passed to New Owners Without Probate?

POSTED ON: September 4, 2019 BY: Troy Werner
In most cases, the home is the greatest and most valuable single asset of any given estate. While some can afford to own multiple homes or perhaps even possess assets with greater value than the average home, most families prize their family house as the financial crown jewel of the house’s owner – and as […]
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Don't Forget Fido! Estate Planning for Pets - Werner Law Firm

Don't Forget Fido! Estate Planning for Pets

POSTED ON: August 26, 2019 BY: Troy Werner
If today’s Facebook and Instagram feeds are anything to go by, it’s clear that humans are totally obsessed with cats and dogs. But this isn’t a new development – in fact, it’s older than all of civilization. The earliest irrefutable evidence of canine domestication is over 14,000 years old, and some evidence even points towards […]
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4 Ways to Safeguard Your Digital Assets - Werner Law Firm

4 Ways to Safeguard Your Digital Assets

POSTED ON: August 23, 2019 BY: Troy Werner
An estimated 79 percent of Americans alive today have a social media account, and about 90 percent of American adults use the Internet. Whether it’s a forum account, a business email address, access to an account at a web hosting service, a Dropbox account, or a Twitter account, most Americans aged 16 and older possess […]
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3 Ways to Prevent a Home From Passing Through Probate - Werner Law Firm

3 Ways to Prevent a Home From Passing Through Probate

POSTED ON: August 20, 2019 BY: Troy Werner
Home ownership is the American dream, but ownership of real estate can also complicate estate planning and make it difficult for beneficiaries to sell a property they perhaps cannot afford. While working with people trying to keep their home or a loved one’s home out of probate, there are a few options to consider. 1. […]
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Settling Sibling Feuds Over a Power of Attorney - Werner Law Firm

Settling Sibling Feuds Over a Power of Attorney

POSTED ON: August 19, 2019 BY: Troy Werner
As we age, the reality of death begins to seep in, and it becomes critical to explore how we might best prepare ourselves and our family for it. No matter how far off the moment might yet be, it’s important to be prepared. And one way to be prepared is to consider how one’s finances […]
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Is Your Estate Plan Up to Date? 2019 Tax Reform May Say Otherwise - Werner Law Firm

Is Your Estate Plan Up to Date? 2019 Tax Reform May Say Otherwise

POSTED ON: August 15, 2019 BY: Troy Werner
In 2017, the IRS announced that the estate and gift tax exemption for individuals would be a total of $11.18 million. Then, the following year, the IRS announced another change to the estate tax, bringing that exemption up to $11.4 million. This means that any and all estate plans previously built on the basis of […]
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9 Promising Reasons to Establish a Living Trust - Werner Law Firm

9 Promising Reasons to Establish a Living Trust

POSTED ON: August 12, 2019 BY: Troy Werner
There are things a living trust can and cannot do. While having a comprehensive estate plan is important, it’s also crucial to take note of the fact that a trust is not a form of magic, but a legal document with stringent rules determining how it may be used, and when it should be deployed. […]
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California Probate Explained - Werner Law Firm

California Probate Explained

POSTED ON: August 10, 2019 BY: Troy Werner
Unless an individual dies with a living trust or meets other specific criteria, their estate must go through probate after they pass away. The California probate process ensures that all of the estate’s debts are paid and that the assets are distributed to the proper beneficiaries and heirs. From start to finish, this process typically […]
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Tackling the Estate Planning Process as a Young Couple - Werner Law Firm

Tackling the Estate Planning Process as a Young Couple

POSTED ON: August 5, 2019 BY: Troy Werner
In the mind of most, estate planning is relegated to those approaching or within retirement age, with the financial health needed to think about wealth management, asset allocation, and eventual inheritance issues. However, there’s really more to estate planning than meets the eye – and the argument can be made that young couples should think […]
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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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