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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.

Formal vs. Summary Probate: What’s the Difference?

POSTED ON: May 24, 2019 BY: The Werner Law Firm, PC
There are a variety of ways an estate may go through probate, depending largely on the size of the estate and how it is set up. If you want to purchase or sell real estate in probate, much of the process depends on whether the estate goes through a simplified/summary probate procedure or a formal […]
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Understanding the Differences Between Wills and Living Trusts

POSTED ON: May 24, 2019 BY: The Werner Law Firm, PC
When you begin planning your estate, you’ll likely come across the terms “will” and “living trust.” These estate planning options serve substantially different needs. While almost everyone has heard of a will, fewer people have heard of living trusts. Learn more about the differences between wills and living trusts to figure out which one best […]
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What’s Yours Is Mine? Transmutation of Property in California

POSTED ON: May 20, 2019 BY: The Werner Law Firm, PC
Many couples go about their married lives in peace, with the belief that all their assets are shared as equals. Other couples rest in the idea that they are aware of what belongs to whom in every respect and have made amicable agreements about future distribution of properties. In either of these situations, partners may […]
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Guide to Creating a Living Trust in California

POSTED ON: May 15, 2019 BY: The Werner Law Firm, PC
It is estimated that less than half of all Americans have documents in place for directing how affairs are to be conducted following their death. Even though death is a certainty in life, many of us somehow manage to push the idea aside, and continue to act as though the event is forever far away. For […]
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Four Reasons to Embrace the Emotional Nature of Estate Planning

POSTED ON: April 29, 2019 BY: The Werner Law Firm, PC
Death is often a taboo topic. There is a human, emotional, tendency to avoid thinking about our eventual passing. In our rational minds, however, we know that avoidance of this thought does not equal the avoidance of its occurrence. We are all on the same journey when it comes to the end result. Finding ways […]
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Creating a Legacy Regardless of Current Wealth

POSTED ON: April 26, 2019 BY: The Werner Law Firm, PC
In these modern generations, we are prone to fret about what financial assets we will be leaving for our children and grandchildren after we pass on from this life. The fact that over 60% of millennial’s – the generation born between the years of 1981 and 1996, in general – report expecting an inheritance from their parents, […]
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The Gift of a Living Trust

POSTED ON: April 16, 2019 BY: The Werner Law Firm, PC
When considering end-of-life planning, very few of us relish the idea of our loved ones spending the days after our passing inside a courthouse, hashing out details of what goes to whom. This procedure is the matter of probate. Even with the proper preparation of a living trust or will, the probate courts maintain rules and […]
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Estate Planning for Aging Singles

POSTED ON: April 12, 2019 BY: The Werner Law Firm, PC
With an increasing number of western adults choosing to spend their reproductive years in pursuit of careers, passions, and interests – and not buried in diapers, bottles, and college saving plans – the situation of Solo Aging has become a common theme within estate planning. In the United States, consistently declining birth rates – combined […]
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Preparing Now for the Death of Your Healthy Spouse

POSTED ON: April 10, 2019 BY: The Werner Law Firm, PC
For many, the subject of death is a taboo topic. Conjuring up images of scenarios where your loved one is no longer present can be traumatic. Due to the unpleasant nature of the idea, many put off making decisions to protect their financial future in the event of a loved one’s passing. They often realize, […]
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Will Your Heirs Wind Up in Probate Court?

POSTED ON: April 5, 2019 BY: The Werner Law Firm, PC
In a perfect world, our earthly passing would mean that family members come together and divide our belongings in a way that best meets the needs of each individual, while simultaneously adhering to the wishes that we lovingly conveyed before our death. In the actual world, events following our departure can give rise to chaotic […]
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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.

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