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Articles posted by Werner Law Firm

Estate Disputes

Avoiding Potential Estate Disputes

Estate planning exists to prevent estates from going up in smoke throughout the process of transferring wealth after death. What is meant to be a time of grief and peace can turn into legal turmoil, familial subterfuge, and substantial amounts of time and money wasted. Estate disputes can fuel these spectacular losses, turning a routine

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5 Elements of a Well-Crafted Living Trust - Werner Law Firm

5 Elements of a Well-Crafted Living Trust

When it comes to estate planning, living trusts are an incredibly reliable tool for ensuring that your estate is protected against probate, and ready to pass into the hands of your loved ones. However, setting up a living trust takes a little time, and a few resources. Let’s go over the basics of setting up

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A Guide to Estate Planning When You’re Young

A Guide to Estate Planning When You’re Young

The time to start estate planning for the inevitable is not when you have retired, but when your life as an adult truly begins. We are all saddled with legal, personal, and financial responsibilities from our early 20s and onwards, from the right to vote and drink, manage our own financial decisions, and being held

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Avoiding Probate on Investments with a TOD

Avoiding Probate on Investments with a TOD

Upon death, a person’s belongings pass through the probate process to clarify and establish the contents of the estate on record and determine who gets what. Without any documents indicating the decedent’s will, the state determines how an estate is distributed as per existing intestate laws. If a will exists, it passes through probate and

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FAQs About Living Trusts - Werner Law Firm

FAQs About Living Trusts

Among the many ways to build an estate plan and prepare for the inevitable, the trust is arguably one of the more complicated options. A trust involves creating and legitimizing a legal agreement between two individuals for the benefit of a third, effectively creating an entity that temporarily possesses ownership over your properties and assets,

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HSA and MSA Beneficiaries

Considerations for HSA or MSA Beneficiaries

When setting up a trust, there are many things to fund into the trust itself. Properties, bonds, stocks, securities, artwork, real estate, jewelry, and so on. However, there are also a few things that you may not want to fund into your trust. There are many things to look at when choosing HSA and MSA beneficiaries

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