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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.

What Is the SECURE Act, How Could It Affect Your Retirement? - Werner Law Firm

What Is the SECURE Act, How Could It Affect Your Retirement?

POSTED ON: January 27, 2020 BY: The Werner Law Firm, PC
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, signed into law by President Donald Trump earlier last December, features a series of provisions designed largely to help Americans prepare for retirement. As the pension vanishes, more Americans turn towards partially self-sufficient means of preparing for retirement, such as the IRA and the employer-provided […]
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Leaving a Legacy, Lasting Gift to Loved Ones - Werner Law Firm

Leaving a Legacy, Lasting Gift to Loved Ones

POSTED ON: January 23, 2020 BY: The Werner Law Firm, PC
We all pass away eventually, and we all hope of leaving behind some kind of legacy. The older we get, the more important this becomes – especially as we see our loved ones grow up and lead lives of their own. With age comes time for introspection, and a thoughtful look at the past – […]
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With the New Year Upon Us, It's Time Revisit Your Estate Plan - Werner Law Firm

With the New Year Upon Us, It's Time Revisit Your Estate Plan

POSTED ON: January 20, 2020 BY: The Werner Law Firm, PC
As we enter a new decade, we gather to set our goals for the year and reflect on the progress made in the last 12 months. Just as it is time for a little spring cleaning, it might also be the perfect time of the year to revisit a crucial element of your family’s financial […]
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Step-By-Step Guide to Probate Estate in California - Werner Law Firm

Step-By-Step Guide to Probate Estate in California

POSTED ON: January 13, 2020 BY: The Werner Law Firm, PC
The thing to remember about probate is that, in a best-case scenario, it is boring. And that is a good thing. The probate estate process is not overly complex in most cases, and it does not need to be. If you are in charge of overseeing the probate estate process, it helps to have a […]
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Give Your Family the Gift of Financial Stability in 2020 - Werner Law Firm

Give Your Family the Gift of Financial Stability in 2020

POSTED ON: January 8, 2020 BY: The Werner Law Firm, PC
As we all enter a new decade, it’s likely that we each have drafted up our own plans for the months to come, with dreams of financial stability success, growth, and achievement – whether simply for ourselves, or for our families. While having a resolution for the year to come is good, it is even […]
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Are There Different Types of Wills? - Werner Law Firm

Are There Different Types of Wills?

POSTED ON: January 2, 2020 BY: The Werner Law Firm, PC
A will is a document that reflects your last and final will regarding your belongings, as well as your current dependents. Through a last will and testament, you should aim to clearly define who gets what within the standards required of your state’s laws. When drafting, preparing, finalizing, and notarizing a will, it pays to […]
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How Do Taxes Figure Into a Living Trust? - Werner Law Firm

How Do Taxes Figure Into a Living Trust?

POSTED ON: December 31, 2019 BY: The Werner Law Firm, PC
For some reason, there is some misconception about the role that living trusts play in the taxation of estates, and taxes in general. While some living trusts can provide certain tax benefits, it is important to distinctly note that they do not outright avoid taxes. Taxes are still an important consideration for any living trust, […]
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How Do You Contest a Will? - Werner Law Firm

How Do You Contest a Will?

POSTED ON: December 30, 2019 BY: The Werner Law Firm, PC
Losing a loved one can be a traumatic experience, wrought with painful memories and regrets. However, that pain can be made even worse when finding out that there was no space made for you in your loved one’s estate plan. Finding out that the will completely excludes you can be both hurtful, and suspicious – […]
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How to Help Loved Ones Avoid the Probate Process - Werner Law Firm

How to Keep Your Loved Ones From Going Through the Probate Process

POSTED ON: December 24, 2019 BY: The Werner Law Firm, PC
For many families, probate is not ideal. It’s hard enough dealing with a loved one’s loss, but to then be inundated with a long and arduous legal process to eventually see their property be rightfully distributed can be frustrating, difficult, and expensive. While the California probate process isn’t as bad as it may be in […]
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Pros and Cons of Wills and Trusts - Werner Law Firm

Weighing the Pros and Cons of Wills and Trusts

POSTED ON: December 16, 2019 BY: The Werner Law Firm, PC
Among estate planning tools, the two most common are wills and trusts. Both accomplish similar things, yet serve entirely different purposes, and can even be used in conjunction with one another. A simplified approach to the topic might lead you to believe that wills are easy and cheap, and trusts are more complex and expensive […]
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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

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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.