Good Living Trust Decision-Making Has Lasting Financial Impact | Werner Law Firm

Good Living Trust Decision-Making Has Lasting Financial Impact

Estate planning can be a complicated subject. For some, their options are simple and straightforward. But there are factors that can quickly convolute a simple and straightforward topic into a matter of much research and heavy debate. In the case of estate planning, the two major factors include the nature and size of your estate, …

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Why Having a Living Trust Is Wise, Especially in California | Werner Law Firm

Why Having a Living Trust Is Wise, Especially in California

Anything you have to your name must go somewhere after your death – and for individuals who want the ability to choose where that is, tools exist that offer several different options. These estate planning tools are sometimes seen as instruments of the super-rich, meant to maintain their wealth and cut minimally into their fortune. …

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Living Trusts: You’ve Been Appointed Successor Trustee – Now What? | Werner Law Firm

Living Trusts: You’ve Been Appointed Successor Trustee – Now What?

In the estate planning world, a living trust is considered a powerful and versatile tool. Through it, a person can assign beneficiaries to their wealth and property, and plan ahead to create their own administration process without a probate court watching. The trustee creates and oversees the trust. The successor trustee is the person the …

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How Often Should Living Trusts Be Updated? - Werner Law Firm

How Often Should Living Trusts Be Updated?

Revocable living trusts are renowned for being the better alternative to a last will and testament, because of a myriad of estate planning features, the greatest of which is the ability to skip past the probate process. But just like a will must be updated to reflect life’s major changes and deal with unexpected events, …

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Living Trusts vs. Wills: What’s Best for Retirees? | Werner Law Firm

Living Trusts vs. Wills: What’s Best for Retirees?

When it comes to matters of estate planning, there are generally two tools that are most often discussed: revocable living trusts, and the last will and testament. However, choosing between them is not completely straightforward – they each have their benefits, drawbacks, and overall effectiveness depends largely upon your financial situation and a few other …

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What Is Probate, Anyway? | Werner Law Firm

What Is Probate, Anyway?

Probate comes from the old Latin and English for proving, giving a big clue on what the process is meant to do. A probate process illuminates the contents of a last will and testament and proves them, legitimizing the will and authorizing its execution at the hands of a capable and court-appointed estate executor. The …

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6 Times You Need to Update Your Will | Werner Law Firm

6 Times You Need to Update Your Will

Most Americans lack any sort of estate plan or will whatsoever, which can be to a huge detriment to their family after death. While the law tries and makes the probate process as simply and straightforward as possible, it can be a distressing experience for a family to deal with the consequences of no end-of-life …

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What Are AB Living Trusts, How Do They Work? | Werner Law Firm

What Are AB Living Trusts, How Do They Work?

Estate planning is the art of ensuring that your wealth remains as untouched as possible, without cheating the government out of any necessary taxes. A legally sound and competent estate plan can be the make-or-break difference between paying millions of dollars in taxes, or leaving your inheritors with an estate that is mostly intact. Among some of …

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