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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.

Living Trusts

Advantages of Living Trusts

POSTED ON: June 20, 2018 BY: Troy Werner
Living trusts are touted as among the best and most common estate planning tools, for a good reason. They are versatile, keep you protected from probate, help you maintain privacy, and can turn a complicated estate into a smooth inheritance. But a living trust is not as simple as a will, and setting one up […]
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Power of Attorney Requirements in California - Werner Law Firm

Power of Attorney Requirements in California

POSTED ON: June 12, 2018 BY: Troy Werner
A power of attorney essentially permits another person to make choices in your name. In its simplest form, a document acting as a power of attorney can be life-changing, life-saving, and very dangerous in the wrong hands. Because of that – and because of the value we place on choice and individual liberty – creating […]
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Living Trusts

Living Trusts vs. Family Trusts: What’s the Difference?

POSTED ON: June 5, 2018 BY: Troy Werner
Living Trusts vs. Family Trusts Making decisions regarding your own estate plan can be very challenging. Not only is it a complicated topic but thinking about how you are going to be settling your affairs after death means thinking about death, and for many, the thought of dying and leaving everything behind is uncomfortable. The […]
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Estate Plan

CHECKLIST: Does Your Outdated Estate Plan Reflect Your Life Today?

POSTED ON: May 24, 2018 BY: Troy Werner
Estate planning is meant to give you a sense of control over where the wealth you have cultivated over a lifetime will go once you pass on. While historically, people with great fortunes often believed being buried with their treasures would give them a better afterlife, we know that our material possessions are not much […]
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Options for Paying Inheritance to Minor Beneficiaries - Werner Law Firm

Options for Paying Inheritance to Minor Beneficiaries

POSTED ON: May 15, 2018 BY: Troy Werner
Central to the core of inheritance is our desire to leave our financial legacy to our children and grandchildren. A life filled with ambition, mistakes, successes, and hard work can pave the way to much wealth and fortune – but there is no way to enjoy any of that after we have passed on, and […]
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New Tax Law Changes for Itemized Deductions - Werner Law Firm

New Tax Law Changes for Itemized Deductions

POSTED ON: May 10, 2018 BY: Troy Werner
The current tax reform bill signed into law by President Trump earlier last year and gone into effect starting this year (2018), has made significant changes to quite a few different types of taxes – not just for individuals, but for businesses, estates, and tax-exempt organizations like charities. Named the Tax Cuts and Jobs Act […]
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New Heirs' Guide to Trusts, Wills & Estates Administration - Werner Law Firm

New Heirs' Guide to Trusts, Wills and Estates

POSTED ON: May 7, 2018 BY: Troy Werner
Losing a loved one can be incredibly difficult to process, no matter how long a person might have seen it coming. You cannot prepare yourself for the pain and grief of having someone you care about disappear from this world. However, that pain can be compounded with the confusion felt from the aftermath of a […]
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What Are the Risks of Drafting Your Own Living Trust? | Werner Law Firm

What Are the Risks of Drafting Your Own Living Trust?

POSTED ON: April 30, 2018 BY: Troy Werner
Take two cars to the track. One is a fully-fledged drag racer, built specifically for a certain stretch of road, with a custom transmission, near-perfect aerodynamics, as little weight as possible, and just enough fuel needed to cross the finish line. Pit it against a stock Honda Civic. Which will win? Specificity is the key […]
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How Your Property Ownership Can Impact Your Estate Plan - Werner Law Firm

How Your Property Ownership Can Impact Your Estate Plan

POSTED ON: April 24, 2018 BY: Troy Werner
Most people are intimately familiar with the concept of ownership, from buying a brand-new car to getting a kitchen appliance. But there are many ways of owning something, with distinctions to be made between different kinds of ownership, and legal proofs to determine whether you truly are an owner or not. For example, say you […]
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Which of Your Assets Are Subject to Probate? | Werner Law Firm

Which of Your Assets Are Subject to Probate?

POSTED ON: April 19, 2018 BY: Troy Werner
When a person passes away, their belongings must pass on into the ownership of someone else. That process, however, is not always simple. Ownership can be legally complicated and defined in a multitude of ways, yet cleanly transferring said ownership is tricky business. That is why there are specific laws and rules when it comes […]
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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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