Wills, Trusts & Probate Law Blog

Home » Estate Planning » Page 61

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.

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 […]
Read More
Designating the Right Trustee for Your Estate - Werner Law Firm

Designating the Right Trustee for Your Estate

POSTED ON: July 29, 2019 BY: Troy Werner
When setting up a trust, it pays to be thorough. Most people who may have an interest in setting up a trust for their estate understand that a successfully developed and implemented living trust can often be the difference between a smooth inheritance process, and unnecessary consequences. Part of every trust is eventually deciding whose […]
Read More
Everything You Need to Know About Probate When a Will Is Absent - Werner Law Firm

Everything You Need to Know About Probate When a Will Is Absent

POSTED ON: July 25, 2019 BY: Troy Werner
It happens all too often – someone passes away, and everything they own must now be passed down to the family. But who determines who gets what, and why? What if both of your adult children want custody over the family dog? Who gets the car? To whom goes the house? With or without a […]
Read More
Creating a Will: The Breakdown - Werner Law Firm

Creating a Will: The Breakdown

POSTED ON: July 23, 2019 BY: Troy Werner
A person’s last will and testament is a very powerful document, if designed and executed properly. A will acts as a blueprint for the distribution of everything you own after you die, and can be used to assign more than just monetary value, giving you one last opportunity to address the family in a meaningful […]
Read More
Understanding the “Quiet Title” Action - Werner Law Firm

Understanding the “Quiet Title” Action

POSTED ON: July 19, 2019 BY: Troy Werner
Selling properties in probate is a time-consuming process, but it’s an important task that helps families move on and prepare for the next stage of life. However, property in probate is prone to disputes, particularly if there’s an unclear will or multiple beneficiaries who want to lay claim to the house. A quiet title can […]
Read More
DIY Estate Planning? 5 Reasons You Need a Lawyer - Werner Law Firm

DIY Estate Planning? 5 Reasons You Need a Lawyer

POSTED ON: July 19, 2019 BY: Troy Werner
Planning your estate is perhaps one of the most important things you can do for your family. Everything you’ve worked for throughout your life can continue to provide for your loved ones after you pass, but only if you handle your estate accordingly. While it’s tempting to cut costs with DIY estate planning forms, there […]
Read More
How to Omit Tax Problems When Settling an Estate - Werner Law Firm

How to Omit Tax Problems When Settling an Estate

POSTED ON: July 18, 2019 BY: Troy Werner
When a person passes away, everything they own is transferred to others. How exactly that occurs, however, depends on different factors. When a person dies, their assets and wealth become their estate, which is appropriately distributed among their next of kin either according to their own wishes – as per proper documentation – or according […]
Read More
Estate Planning Mistakes & How to Dodge Them - Werner Law Firm

Common Mistakes Made During Estate Planning & How to Dodge Them

POSTED ON: July 17, 2019 BY: Troy Werner
An estate plan and make or break your family’s financial future. When misapplied, estate planning mistakes can cost your loved ones hundreds of thousands of dollars in legal fees and lost assets. On the other hand, a well-executed estate plan can mean that nearly every cent of what you own flows flawlessly to your loved […]
Read More
California Probate Alternatives: Recognize Your Options - Werner Law Firm

Probate Alternatives in California: You May Have Options

POSTED ON: July 11, 2019 BY: Troy Werner
While not the most complex in the country, California's probate process can be both frustrating and long-winded for many concerned with finding the best possible way to pass on their wealth to the next generation. Luckily, multiple California probate alternatives ease the process. Probate occurs when a person dies, and a court is called to […]
Read More
No Designated Beneficiaries? You Still Need an Estate Plan - Werner Law Firm

No Designated Beneficiaries? You Still Need an Estate Plan

POSTED ON: June 28, 2019 BY: Troy Werner
Some make the mistake of thinking that estate planning is primarily about leaving behind an inheritance to designated beneficiaries. While a lot of it is about doing precisely that, there is more to it. Estate planning is often misunderstood as a collection of financial tools and tactics exclusive to those with the money to invest […]
Read More
1 59 60 61 62 63 74

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