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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.

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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Comparing, Understanding Different Types of Trusts | Werner Law Firm

Comparing, Understanding Different Types of Trusts

POSTED ON: April 16, 2018 BY: Troy Werner
A trust is a legal entity that enables the transfer of assets from one person to the next. While all trusts have the same end goal, a different type exists for every circumstance. It works as an instrument for temporarily holding wealth under the trust’s name, separate from the original owner and beneficiary, before passing […]
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New Estate and Gift Tax Law: Looking Ahead - Werner Law Firm

New Estate and Gift Tax Law: Looking Ahead

POSTED ON: April 9, 2018 BY: Troy Werner
Last year’s unveiled new tax plan changed the game for 2018 and onwards, taking significant steps to diminish the power and reach of the estate tax and make changes to the gift tax. Eliminating the one and raising exemptions for the other have long been goals for the Republican party, and while the President’s campaign […]
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California Probate Law Explained - Werner Law Firm

California Probate Law Explained

POSTED ON: April 2, 2018 BY: Troy Werner
The probate process is one by which the law helps families determine what to do with a deceased loved one's possessions, taking into consideration the law and their will, if it exists. While the probate process is not especially complicated, it can last well over a year, depending on the estate's complexity and the circumstances […]
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3 Money Conversations Families Must Have | Werner Law Firm

3 Money Conversations Families Must Have

POSTED ON: March 28, 2018 BY: Troy Werner
Most families agree that money conversations are incredibly important, especially surrounding the topics of retirement and inheritance. But most children and parents cannot come to an agreement on why or what topics exactly are most important, and despite concluding that finance and death are crucial, neither generally agree on when to approach these topics – […]
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In Pets We Trust | Defined Ventures, Inc.

In Pets We Trust

POSTED ON: March 26, 2018 BY: Troy Werner
To many people, pets are more than just furry property. They are family members. Yet the law is clear in that a pet belongs to you, and apart from relatively recent animal welfare laws, a pet is simply property. As such, when you pass away without making a formal arrangement to care for your pet, […]
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Living Wills & Advance Directives Explained | Werner Law Firm

Living Wills and Advance Directives Explained

POSTED ON: March 22, 2018 BY: Troy Werner
A living will can best be described as a healthcare directive and is otherwise known as an advanced directive. It is a document, largely drafted and signed by the person it pertains to, detailing exactly what that person’s will is regarding their medical care under specific circumstances, particularly those within which said person is unable […]
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5 Most Common Mistakes in Naming Beneficiaries | Werner Law Firm

5 Most Common Mistakes in Naming Beneficiaries

POSTED ON: March 19, 2018 BY: Troy Werner
Your last will and testament is a document designed to give certain courts and your family directions on how you would like your estate to be distributed in the event of your passing. It gives you the power to determine what will finally happen with your property when you are gone, giving you one final […]
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Good Living Trust Decision-Making Has Lasting Financial Impact | Werner Law Firm

Good Living Trust Decision-Making Has Lasting Financial Impact

POSTED ON: March 8, 2018 BY: Troy Werner
Estate planning can be a complicated subject. For some, their options are simple and straightforward. But there are factors that can quickly convolute a simple and straightforward topic into a matter of much research and heavy debate. In the case of estate planning, the two major factors include the nature and size of your estate, […]
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Protect Your Loved Ones From the Burdens of Probate | Werner Law Firm

Protecting Your Loved Ones From the Burdens of Probate

POSTED ON: March 5, 2018 BY: Troy Werner
When we are confronted with the death of a loved one, the last thing we want to think about is a mountain of paperwork. Yet for many Americans, passing away is not just a tragedy, but a tragedy followed by a trail of legal complications. Most Americans lack a proper estate plan. These are simple […]
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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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