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Living Trusts

The Truth About Living Trusts

POSTED ON: October 8, 2018 BY: Troy Werner
Living trusts are excellent estate planning documents with a lot of flexibility and utility. Through a living trust, wealthy individuals with very complicated estates can better control how their wealth is passed on, and ensure that their will – as in, what they want – is properly communicated past their death. But a living trust […]
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Trustees' Deeds and Duties - Werner Law Firm

Trustees' Deeds and Duties

POSTED ON: September 28, 2018 BY: Troy Werner
A trustee is anyone managing a trust in the name of a grantor or trustor, for the benefit of a beneficiary. Trustees have a fiduciary duty to act in a trust’s beneficiary’s best interests, managing the trust until it is completed or terminated. This goes for living trusts and testamentary trusts, as well as deeds […]
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State Specific Requirements For a Last Will and Testament - Werner Law Firm

State-Specific Requirements for a Last Will and Testament

POSTED ON: September 24, 2018 BY: Troy Werner
The United States features 50 separate states, in addition to the federal district and 14 territories. Despite being a single country united under one flag, local laws can wildly vary from state to state. In some states, there are laws specifically against training a bear to wrestle (Alabama). In other states, a liquor store cannot […]
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What Constitutes a Breach of Fiduciary Duty in California? - Werner Law Firm

What Constitutes a Breach of Fiduciary Duty in California?

POSTED ON: September 20, 2018 BY: Troy Werner
Legal jargon can at times feel impenetrable to a layperson, thus removing any sense of relatability from the law, and making it obtuse and confusing. Yet the reality is that the law simply dictates proper conduct between individuals, either with other individuals or society. It sets guidelines and limits and enforces penalties on those that […]
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Estate Disputes

Avoiding Potential Estate Disputes

POSTED ON: September 18, 2018 BY: Troy Werner
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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Understanding the Laws of Intestacy Succession in California - Werner Law Firm

Understanding the Laws of Intestacy Succession in California

POSTED ON: September 10, 2018 BY: Troy Werner
Over half of all US adults do not have wills. Even among baby boomers (ages 54-71), roughly 60% of respondents have estate planning documents. It is only at around age 72 and older where the statistic jumps up to over 80% - yet as tragic as it may seem, about 20% of annual deaths occur […]
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5 Elements of a Well-Crafted Living Trust - Werner Law Firm

5 Elements of a Well-Crafted Living Trust

POSTED ON: September 5, 2018 BY: Troy Werner
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

POSTED ON: August 27, 2018 BY: Troy Werner
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

POSTED ON: August 23, 2018 BY: Troy Werner
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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Real Estate

Helpful Tips on How to Fund Real Estate Into a Trust

POSTED ON: August 20, 2018 BY: Troy Werner
A trust is only as valuable to you as what you are funding into it. Trusts in estate planning exist for the explicit purpose of providing an alternative to wills, and the probate process attached to them. If one disregards probate, then a trust confers minor benefits over a will, which is often deemed simpler […]
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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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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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