Wills, Trusts & Probate Law Blog

Home » Estate Planning » Page 80

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.

Are You Making Full Use of a Living Trust? - Werner Law Firm

Are You Making Full Use of a Living Trust?

POSTED ON: March 27, 2019 BY: The Werner Law Firm, PC
Many people include living trusts in their estate planning for the purpose of avoiding the probate process. That’s a wise goal; probate is the legal machinations by which the state decides how a person’s assets ought to be distributed after a person dies. The process is draining for the deceased’s loved ones, beneficiaries, and executor, […]
Read More
What Avoiding Probate Can't Change - Werner Law Firm

Avoiding Probate Is a Smart Strategy, But Here's What It Can't Change

POSTED ON: March 26, 2019 BY: The Werner Law Firm, PC
The goals of most who enter into estate planning is to avoid probate. The probate process is the legal mechanism by which the state takes control of a person’s assets and distributes it as it seems fit. This usually takes place in a district court or even a distinct probate court. It is costly and […]
Read More
Don't Trust the Trustee? Exercise Inheritance Rights - Werner Law Firm

When You Don't Trust the Trustee, Exercise Your Inheritance Rights

POSTED ON: March 21, 2019 BY: The Werner Law Firm, PC
It’s right there in the name: Trustee. A trustee is someone who you and your family should be able to trust. But what happens when you can trust the trustee? Is there anything can you do? Exercising your inheritance rights is one way to legally claim what is yours if a trustee is acting irresponsibly […]
Read More
How Small Estates Can Bypass Probate - Werner Law Firm

How Small Estates Can Bypass Probate

POSTED ON: March 18, 2019 BY: The Werner Law Firm, PC
It’s easy to assume that people with small estates can skip thinking about end of life documentation or estate planning. After all, if you do not have millions to disburse, why bother? However, any person with even the most minor collection of possessions has an estate at his or her disposal; if you have a […]
Read More
Estate Planning for the Young and Childless - Werner Law

Estate Planning While You're Young, Healthy & Childless

POSTED ON: March 15, 2019 BY: The Werner Law Firm, PC
In the early stages of a career or marriage, it’s easy to put off estate planning. You may be struggling under student loans or a new mortgage, and think that since you have no dependents, there is no reason to worry about who you will leave behind in the event of your death. However, establishing […]
Read More
Claiming Benefits & Property Without Probate - Werner Law Firm

Claiming Benefits & Property Without Probate

POSTED ON: March 11, 2019 BY: The Werner Law Firm, PC
In the midst of activity and grief after the death of a loved one, no one wants to think about drawn out, expensive legal proceedings, especially if it means giving the state control over your loved one’s assets. If you find yourself in this difficult situation, it may help to know that not all assets […]
Read More
Having "the Talk" About End-of-Life Planning - Werner Law Firm

Having "the Talk" About End-of-Life Planning

POSTED ON: February 28, 2019 BY: The Werner Law Firm, PC
One of the most upsetting aspects of growing older is switching roles with parents. Many adult children become distressed upon finding themselves caring for an aging parent. Although help might be needed, parents are often reluctant to relinquish any control to their children, who they may regard as unable to understand their frustrations. Others may […]
Read More
Gain Peace of Mind with a Living Trust - Werner Law Firm

Gain Peace of Mind with a Living Trust

POSTED ON: February 25, 2019 BY: The Werner Law Firm, PC
Future goals of making an estate plan now include avoiding probate later, as well as keeping estate taxes at bay. What most people don’t realize is that estate planning can be useful while they are still alive. One way of maintaining control of your assets, while still providing for loved ones after your death, is […]
Read More

Three Things to Do When a Parent Dies

POSTED ON: February 19, 2019 BY: The Werner Law Firm, PC
The death of a parent can be one of the most traumatic moments of a person’s life, whether it happens in one’s childhood or adult years. It may occur suddenly, or after a long illness, even after the parent no longer holds any memory of who the child is. The complexity of parent-child relationships can […]
Read More
Estate Planning for Single Parents - Werner Law Firm

Estate Planning for Single Parents

POSTED ON: February 14, 2019 BY: The Werner Law Firm, PC
Estate planning can be difficult for any parent, but single parents, without a spouse to inherit and take custody of children, must take special precautions when making wills and other end-of-life arrangements. While these documents can be changed (except in the case of an irrevocable trust), they should reflect your reality as a single mom […]
Read More
1 78 79 80 81 82 91

Why Our Living Trust Law Firm & Probate Attorneys?

Founded in 1975 by L. Rob Werner and serving California for over 50 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.

Book an Initial Call Now

Join Our eNewsletter and our California Estate Planning and Probate Blog Digest

Probate Superheroes and Werner Law Firm Brand

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.