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You’ve worked hard to save and invest, take care of your family and yourself.  Maybe you own a home or a business.  Perhaps multiple real estate investments.  Whatever you have, most people I speak with want to make sure they have a plan for their…

Most people don’t enjoy thinking about the possibility of being seriously injured or developing a medical condition that leaves them incapacitated. Yet, this is what I do every day.  As responsible adults, we must consider that you may one day find yourself unable to tend…

If you own real estate, whether your personal residence, investment properties, or multiple properties, you’ll want to leave them to who you choose, whether your family or other loved ones, friends, or charity. Although you could leave them to your family in a will, it…

It can take a lifetime to acquire assets and build a legacy to leave behind to your children. You don’t want to spend most of your life providing for your loved ones, only to worry that once you pass on, they will be unable to…

Planning your estate is a task that many people put off for a later time. They often assume that estate planning is something that tends to be addressed relatively late in life. In truth, there is no universally “correct” time to begin the estate planning…

Having worked hard to accumulate assets and achieve a comfortable standard of living, the last thing you want to worry about is the risk of losing it all and starting over again as you approach retirement. People each other, often.  Not only in California, but…

A personal representative, for estate planning purposes, is the person or professional fiduciary that has the responsibility to ensure that the affairs of a decedent are properly settled and that property is transferred according to will or law. A personal representative serves as the manager…

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