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Understanding The Probate Process In California

Are you facing the emotional and legal challenges of handling your deceased loved one’s assets? If so, having a knowledgeable San Diego probate attorney can …

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What Happens If My Elderly Parent Leaves All Her Money To Her Caregiver?

The holidays are upon us, which means that families everywhere are preparing to travel to spend quality time with their aging parents. With families spread …

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Estate Planning - Who Administers A Trust In California?

Estate Planning – Who Administers A Trust In California?

Trust administration is a concept that many people need clarification about. Trying to manage trust alone can be intimidating for most individuals since it …

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When Don't Know What You Need In Estate Planning

When You Don’t Know What You Need In Estate Planning

Estate planning can be daunting, especially for those who have never gone through the process. Choosing what type of tools you need for yourself …

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Why Funding Your Trust Is Critical To Its Success

Why Funding Your Trust Is Critical To Its Success

Funding your trust may be overlooked but it’s the most vital step when setting it up. It is a process of transferring the ownership …

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Protect Your Children's Inheritance From Creditors & Lawsuits

Protect Your Children’s Inheritance From Creditors & Lawsuits

When you plan for your children’s financial future, you may worry about how to protect their inheritance from creditors and lawsuits. You have worked …

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Do You Need A Trust To Protect Your Property?

Do You Need A Trust To Protect Your Property?

Creating a trust is crucial to financial planning and asset protection. There are two common types – revocable and irrevocable. As the name suggests, …

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How Can High Net-Worth Families Minimize Estate Tax?

How Can High Net-Worth Families Minimize Estate Tax?

High-net-worth families in California are facing a considerable federal estate tax rate when the net value of their assets is over the threshold. It’s …

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Estate Planning Strategy If You Own Property In Another State

Estate Planning Strategy If You Own Property In Another State

If you own properties in California and another state, creating an estate plan can be challenging. It is essential to understand the laws of …

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