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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.

Heirs’ Property and Potential Landowners Issues in Inheritance through Probate

Heirs’ Property and Potential Landowners Issues in Inheritance through Probate

POSTED ON: July 30, 2024 BY: Troy Werner
Heirs' property creates unique landowners issues that disproportionately impact African American communities. These problems include unclear titles, tax issues and vulnerability to partition sales.
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How to Protect Wealth over Generations

How to Protect Wealth over Generations

POSTED ON: July 29, 2024 BY: Troy Werner
HBO's The Gilded Age dramatizes the privileged lives of some of America's wealthiest families in late 19th century New York City.
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What Is a Land Trust?

What Is a Land Trust?

POSTED ON: July 26, 2024 BY: Troy Werner
Land trusts are key tools to protect your privacy and control your property. Learn how you can leverage a land trust in your own estate planning.
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Estate Planning for Digital Assets

Estate Planning for Digital Assets

POSTED ON: July 25, 2024 BY: Troy Werner
Digital assets are now a major cause of problems in settling and distributing estates. You must carefully consider and incorporate your digital life into the estate plan.
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Naming Guardians for Minor Children Is a Priority for Parents

Naming Guardians for Minor Children Is a Priority for Parents

POSTED ON: July 24, 2024 BY: Troy Werner
Choosing the right guardians for minor children is a key estate planning decision. Discuss guardianship with an estate planning attorney to ensure that someone raises your children as you wish.
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How to Prepare for Cognitive Changes in Your Life

POSTED ON: July 23, 2024 BY: Troy Werner
Plan for the possibility of cognitive decline and the future of your household's financial affairs.
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Should You Tell Beneficiaries Their Inheritance?

Should You Tell Beneficiaries Their Inheritance?

POSTED ON: July 22, 2024 BY: Troy Werner
This article discusses some of the advantages and strategic considerations of sharing estate planning details with the next generation, while recognizing that transparency is not a fix-all solution and may, in some cases, cause or exacerbate existing disagreements.
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Top Myths of Estate Planning

Top Myths of Estate Planning

POSTED ON: July 19, 2024 BY: Troy Werner
Having a plan in place ensures that your finances and health care are handled by someone you trust.
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What’s the Best Way to Simplify an Estate?

What’s the Best Way to Simplify an Estate?

POSTED ON: July 18, 2024 BY: Troy Werner
Have a clear road map for your estate so your heirs don't drown in paperwork and probate after your death.
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Can Estate Planning Reduce Inheritance Taxes?

Can Estate Planning Reduce Inheritance Taxes?

POSTED ON: July 17, 2024 BY: Troy Werner
Contrary to common belief, estate planning benefits aren’t exclusive to the ultra-wealthy. The mid-affluent—individuals and married couples poised for significant asset growth—should also consider their future tax exposure.
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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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