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When planning for your estate, California law affords several options. Your estate plan may call for a will or a living trust or both. Because these options are fundamentally different, it’s important to understand their functions under California law. The distinctions will help when deciding…

Unless you have a sizable estate to leave behind when you pass away, it may be tempting to take a DIY approach to estate planning. The reality is that without proper knowledge and experience helping others preserve and protect their assets, doing your own estate…

If anything of worth can be gleaned from the pandemic, the challenges of 2020 – and now, into 2021 – it is the realization from folks that estate planning is vital in these uncertain times. But did you know that 50 to 60 percent of…

Born anytime between 1977 and 1995, millennials make up the largest generation in American history. And, while Millennials are some of our country’s younger adults, it does not mean they shouldn’t think about estate planning – especially after the year we all experienced in 2020….

Although discussing aging and money with family members can be difficult, having a financial plan can reduce conflict and protect surviving family members. If you work with an experienced estate planning attorney, your loved ones will know your wishes for medical care, final arrangements, and…

We’ve all heard it time and time again, “Get a Will. Get a Trust.” Family members drop hints when we’re expecting our first children; banner ads pop up asking, “what will happen to your assets when you die?” It’s not that we are against creating…

It’s been a tough road, but they are finally getting help. Maybe it’s your son or daughter who has battled addiction or perhaps it is a spouse. Addiction affects nearly 20 million people in America. You have the means, so you’ve aided their recovery through…

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