Estate Planning Archives - Werner Law Firm

Estate Planning

In Trust For vs. Payable on Death - Werner Law Firm

In Trust For vs. Payable on Death 

In trust for vs. payable on death are two popular ways to transfer homes, vehicles, cash and bank accounts. Read on to learn more about the differences. Estate plans can be drafted to transfer property and assets from one person to another upon death. They are not limited to the rich and powerful and can

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Can An Executor Sell Property to Himself? - Werner Law Firm

Can An Executor Sell Property to Himself? 

Can an executer sell property to himself? In theory, yes but there are a few variables such as state law and intestacy. While it’s a slippery slope, to say the least, there are certain circumstances under which it may not be wrong to purchase the property in an estate yourself for multiple different reasons.  However,

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How To Avoid Probate in California - Werner Law Firm

How To Avoid Probate in California

Learning how to avoid probate in California is essential. Take the right steps by reducing the estate, joint ownership and leveraging trusts. The probate process can be lengthy, costly, and stressful. The larger and more complicated the estate, the more these adjectives apply. Yet, there are ways to circumvent, expedite, or even skip probate in the state

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Will Attorney - Werner Law Firm

What Is a Will Attorney and How Can They Help? 

A will attorney, or estate planning attorneys, define themselves as “specialized” and typically work in estate planning or family law firms. Learn more about how they can help you. Most attorneys specialize in specific elements of the law. The complexity of the law is such that when faced with the prospect of hiring a legal

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Probate Without a Will - Werner Law Firm

Probate Without a Will: How Does It Work?

Probate without a will can be a lengthy, confusing process. Dying without a will can complicate the succession asset distribution process, based on state laws. A person’s death is succeeded by the dissolution of their estate, or in other words, the distribution of everything they own. While we may mourn and honor the dead, most

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Estate Litigation - Werner Law Firm

6 Steps To Help Avoid Estate Litigation

Estate litigation can be a huge endeavor. It’s no small thing to prepare the necessary documentation, and do the actual planning. Planning an estate can be a huge and cumbersome endeavor. It’s no small thing to prepare the necessary documentation, get everything notarized, and amend all the necessary ownership papers, not to mention do the

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Setting Up a Living Trust in 4 Easy Steps - Werner Law Firm

Setting Up a Living Trust in 4 Easy Steps

Maybe you want to avoid probate. Or maybe you need a contingency plan for your family’s financial health. Or maybe, you are just a very cautious person and feel that a trust would be much more flexible than a simple will. But setting up a living trust and planning to create one are two different

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How a Dynasty Trust Works + Key Considerations - Werner Law Firm

How a Dynasty Trust Works + Key Considerations

Wealth transfer does not have to be exceptionally complicated nor prohibitively expensive. But you do need to plan more than just telling your family in advance whom you’d like to have inherited the car, house, or bank accounts. Estate planning exists as a branch of legal tools to help those with an estate of any

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