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The VRLG Blog

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econd Marriage Estate Planning

How Can Remarriage Affect Your Estate Planning?

Kari VoorheesSeptember 23, 2021

Divorce is more common now than it was in the past, as is remarriage. Depending on how long a prior marriage lasted, the former couple may have engaged in certain levels of estate planning together. When that is the case, it is important to understand how a subsequent marriage can impact the estate planning from…

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Estate Planning at Voorhees & Ratzlaff

Why Is My Living Trust So Long?

Kari VoorheesAugust 23, 2021

When you met with an attorney a few weeks ago, perhaps all you expected was a simple will. Maybe you thought that, with your situation, the work should be easy and the documents should be few. But now that you have finished working with the attorney, your parting gift is a large binder filled with…

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Common Law Marriage

To Have, but Not to Hold? Common Law Marriage and Estate Planning

Kari VoorheesJuly 29, 2021

Marriage as a legal institution has taken a variety of forms throughout history. As society evolves, how we identify marriage in our society also changes. In some states, a couple may be deemed married without having participated in judicial or religious ceremonies. These marriages are called common law marriages. Their existence creates some potential issues…

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Voorhees & Ratzlaff - Estate Plans for Partners

Why Unmarried Partners Should Care About Estate Planning

Kari VoorheesJune 17, 2021

According to a 2019 survey conducted by the Pew Research Center, 7 percent of surveyed adults were living with an unmarried partner, up from 3 percent in 1995.[1] More people such as yourself are entering long-term committed relationships without getting married. Unfortunately, many state and federal laws do not protect unmarried couples as they do…

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Selling a Deceased Loved One’s Real Estate: Things You Need to Know

Selling a Deceased Loved One’s Real Estate: Things You Need to Know

Kari VoorheesJune 15, 2021

After the death of a loved one, such as a parent, there are a variety of tasks that must be handled to wrap up your loved one’s final affairs. Selling your deceased loved one’s real estate is one of the more daunting ones. But before you call a real estate agent, you should take some…

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Medical Emergency Abroad

Travel Nightmare: A Father’s Medical Emergency Abroad

Kari VoorheesMay 5, 2021

Sixty-seven-year-old retired teacher Richard—a Canadian citizen—moved to Puerto Vallarta, Mexico almost a decade ago to enjoy resort-style living. We sat down with Jackie, one of Richard’s two adult daughters, who explained how her father’s medical emergency in Mexico turned into a nightmare for their entire family. Jackie said, “At one point, I was so helpless,…

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Common Mistakes of a Successor Trustee

Five Mistakes Successor Trustees Make (and How to Prevent Them)

Kari VoorheesMay 3, 2021

When establishing a trust, you must give serious thought to who you choose as your successor trustee—the person who will manage, invest, and hand out the trust’s accounts and property once you are no longer able to do so. This individual ideally should be: Someone you trust implicitly; Someone who is organized, responsible, transparent, and…

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Estate Planning - Voorhees & Ratzlaff Law Group

Estate Planning: 3 Reasons We Run the Other Way

Kari VoorheesApril 21, 2021

It can be hard to get motivated about your estate planning; it sounds about as fun as getting a root canal. However, you also probably want to make sure that your loved ones are protected and receive your hard-earned money and property – regardless of whether you have $10 million or $10,000. Do not let…

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Inheriting a Retirement Account

You Inherited a Retirement Account: Now What?

Kari VoorheesMarch 24, 2021

For decades, common financial planning wisdom has encouraged almost all American workers to maximize their contributions to qualified retirement accounts. Indeed, doing so can be a powerful way to reduce your current income tax liability, grow your savings exponentially tax-free, and, in most states, protect your savings from claims of creditors. And by and large,…

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Voorhees Law Group PC

Headquartered in Chino, Voorhees Law Group PC serves clients in Orange, Riverside, San Bernardino, San Diego and Los Angeles Counties. Our professional roots extend far and wide, providing our clients with access to financial planners, law expertise, courtroom familiarity, real estate agents/brokers, fiduciaries, and productive networking opportunities throughout the Southland, making our clients’ needs easier to manage.

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Recent Posts

  • No Such Thing As Too Early: When to Start Planning Your Estate
  • 5 Reasons Why You Need a Living Will
  • National Estate Planning Awareness Week: 3 Reasons to Avoid Probate

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