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8 Tips for Creating Wills for Seniors - Werner Law

8 Tips for Creating Wills for Seniors

POSTED ON: January 10, 2022 BY: The Werner Law Firm, PC
What to know about creating wills for seniors? More than three quarters of Americans aged 65 and above have a will nowadays, although that number drops significantly to just over half of all Americans aged 50 to 64. This is good news for millions of adults, as even a simple will can go a long […]
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Here Are the Top Estate Planning Goals for 2022 - Werner Law

Here Are the Top Estate Planning Goals for 2022

POSTED ON: January 4, 2022 BY: The Werner Law Firm, PC
Do you have estate planning goals for 2022? For most people, an estate plan consists of a last will and testament, with perhaps a few funerary wishes or personal requests. The simpler, the better. But comprehensive estate plans – with multiple documents and beneficiary designations – are not solely within the purview of the rich […]
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Estate Planning for Blended Families - Werner Law

Estate Planning for Blended Families

POSTED ON: December 29, 2021 BY: The Werner Law Firm, PC
What does estate planning for blended families look like? Polling results from 2015 estimate that about one in six children lives in a “blended family”, which defines any family with a stepparent, stepsibling, or half-sibling. Furthermore, over 60 percent of remarried women marry into a blended family. There are estimates that at least half of […]
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What is a Probate Judge, and What Do They Do? - Werner Law

What is a Probate Judge, and What Do They Do?

POSTED ON: December 27, 2021 BY: The Werner Law Firm, PC
Quick Answers: Probate Judges in California What is a probate judge? A probate judge is the judicial officer who oversees the legal process of settling a deceased person's estate. They validate wills, appoint executors, resolve disputes between heirs, and approve the final distribution of assets. In California, probate judges sit within the Superior Court system. […]
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What Happens with Unclaimed Inheritance in a Will? - Werner Law Firm

What Happens with Unclaimed Inheritance in a Will?

POSTED ON: December 21, 2021 BY: The Werner Law Firm, PC
Whether it was overlooked, never found, or passed on by multiple different heirs, an unclaimed inheritance can eventually be escheated to the state government. To understand how an inheritance can be left unclaimed – as well as how to claim it before it’s too late – we need to dive into how inheritance and beneficiary […]
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Resolving Probate Problems with Siblings - Werner Law

Resolving Probate Problems with Siblings

POSTED ON: December 17, 2021 BY: The Werner Law Firm, PC
If you are anticipating family issues when you pass away and leave behind an inheritance for your loved ones, then heading them off is crucial. Even simple squabbles can turn into vicious and litigious fights down the road, and sore wounds can become years and decades of alienation, nonstop fighting, and eventually lead to an […]
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What is a Contingent Beneficiary? - Werner Law Firm

What is a Contingent Beneficiary?

POSTED ON: December 14, 2021 BY: The Werner Law Firm, PC
A contingent beneficiary is someone who inherits either if the primary beneficiary cannot, or if certain conditions have been fulfilled. To put it into an example, if you decide to leave your house to your three children, you may place the eldest as the primary beneficiary of the house and name your second child as […]
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How to Revoke a Trust in California - Werner Law Firm

How to Revoke a Trust in California

POSTED ON: December 7, 2021 BY: The Werner Law Firm, PC
Trusts can be a powerful estate planning tool. Among other things, trusts allow you to allocate assets for long-term investment to pay dividends for your children and grandchildren, protect certain assets and investments from creditors, minimize the tax impact of your death, and drastically simplify the distribution of your estate. But what if you want […]
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Estate Planning vs Wills: What You Need to Know - Werner Law

Estate Planning vs Wills: What You Need to Know

POSTED ON: November 24, 2021 BY: The Werner Law Firm, PC
Estate planning vs wills - what's it all about? When setting up the ideal estate plan, it helps to have basic knowledge of how estate plans are structured before talking to a professional. Estate plans are not exclusive to the rich and famous, and they need not be complicated. The average estate plan begins and […]
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Creating a Trust: Why It's Crucial to Seek Help from a Pro - Werner Law

Creating a Trust: Why It's Crucial to Seek Help from a Pro

POSTED ON: November 19, 2021 BY: The Werner Law Firm, PC
Trusts are not exclusive to the ultrarich but setting one up wisely may still require help from an estate planning professional. Even simple mistakes can end up costing your estate a fortune, and leave your family with much more stress and trouble than the whole thing might have been worth. Unlike simpler documents, trusts require […]
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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.