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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.

How an Unfunded Living Trust Poses Risks - Werner Law Firm

How an Unfunded Living Trust Poses Risks

POSTED ON: January 25, 2019 BY: Troy Werner
A living trust is often cited as a low-risk way to avoid lengthy probate or certain taxes. It can be a straightforward way to divide assets or designate beneficiaries. Some kinds of trusts can be set up to automatically transfer assets to a spouse, others can be modified or amended without difficulty. But if a […]
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4 Reasons It’s Time to Update Your Estate Plan - Werner Law Firm

4 Reasons It’s Time to Update Your Estate Plan

POSTED ON: January 21, 2019 BY: Troy Werner
Updating an estate plan can sometimes seem like a grim task. It involves facing your mortality, working with delicate family relationships, and sometimes making difficult decisions that can affect both you and your loved ones.  Reviewing estate plans is not usually how people choose to spend their free time. That being said, it is also […]
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How Revocable Living Trusts Add Flexibility - Werner Law Firm

How Revocable Living Trusts Add Flexibility

POSTED ON: January 14, 2019 BY: Troy Werner
Revocable living trusts can add flexibility to your estate planning in several ways. By finding a legal professional to assess your situation and lead you through the process, you can find many different paths to deciding on your family's best solution. It’s a good way to avoid the frustration and expense of the probate process. […]
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The Estate Planning Gift to Give Your Millennial Children in 2019 - Werner Law Firm

The Estate Planning Gift to Give Your Millennial Children in 2019

POSTED ON: January 7, 2019 BY: Troy Werner
While the Millennial generation can be defined as widely as children born in the late 70’s to those born in the early 2000s, the fact is that some of them are already becoming alarmingly close to retirement age—and pushing their Baby Boomer or Silent Generation parents or grandparents ahead of them. While the Silent Generation […]
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Estate Planning & Your Blended Family - Werner Law Firm

Estate Planning and Your Blended Family

POSTED ON: December 31, 2018 BY: Troy Werner
Harmonious relations within a blended family can be difficult. The death of a loved one can often raise old feuds and bruised feelings, as well as furnish a breeding ground for new ones. If estate planning and end-of-life documents aren’t clear about the distribution of assets in the event of a newly blended family, a […]
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What Wills Don't Do - Werner Law Firm

What Wills Don't Do

POSTED ON: December 26, 2018 BY: Troy Werner
We’ve all seen dramatic readings of wills in movies and on television to establish who inherits which property. It’s a good theatrical device, but the reality is much more complicated. Simply naming an item or asset in your will does not guarantee that it then transfers to the person, people, or charity (the beneficiary) you […]
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Can a Living Trust Reduce Estate Taxes - Werner Law Firm

Can a Living Trust Reduce Estate Taxes?

POSTED ON: December 20, 2018 BY: Troy Werner
One of the main advantages of undertaking estate planning is the avoidance of the probate process. Probate is the procedure by which a specialized or district court undertakes the distribution of a dead person’s belongings, which includes real estate, the contents of bank accounts, and personal items. The probate process can be unsettling, public, tiring, […]
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Are Living Trust Documents Made Public, Like Wills? - Werner Law Firm

Are Living Trust Documents Made Public, Like Wills?

POSTED ON: December 17, 2018 BY: Troy Werner
Have you ever seen a TV show in which a living trust is dramatically unsealed? Probably not. Living trusts usually don’t make fodder for great drama because they are typically undertaken precisely to avoid the messy, lengthy probate process. In probate, a county court determines whether or not a last will and testament is valid, […]
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Do Wills Always Have to Be Probated? (Hint: It Depends on an Estate's Assets) - Werner Law Firm

Do Wills Always Have to Be Probated? (Hint: It Depends on an Estate's Assets)

POSTED ON: December 10, 2018 BY: Troy Werner
Most people who undertake estate planning do so not only to ensure their beneficiaries will be provided for, but to prevent them from experiencing the frustration and emotionally difficult process of probate. Also known as the “probate process,” probate is a judicial process in which a court determines the validity of a last will and […]
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Non-Probate Assets: 6 Costly Types to Avoid - Werner Law Firm

Non-Probate Assets: 6 Costly Types to Avoid

POSTED ON: December 5, 2018 BY: Troy Werner
The goal of most people who take on estate planning is to pass on their assists with as little worry, delay, or cost as possible. Many look for ways to ensure that their assets are non-probate assets or non-probate property. These are kinds of property that pass directly to those you have named as your […]
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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.

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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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