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Estate Planning for Small Business Owners


Small business owners often focus on the day-to-day operations of their company, dedicating their time and energy to making it successful. However, one aspect that shouldn’t be overlooked is estate…

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How to Avoid Probate in California


Avoiding Probate When considering the management and distribution of an estate, the term ‘probate’ often emerges. Probate is a legal process of administering the estate of a deceased person, resolving…

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What We Can Learn – Or Not Learn – About Estate Planning from Taylor Swift


We rely on Taylor Swift for fun, upbeat music, entertainment via the tabloids, and perhaps a few lessons on dating in the twenty-first century. But can we rely on her…

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How Does a Living Trust Work in California?


  A living trust is a legal document that allows individuals to place their assets and property into a trust during their lifetime. In California, this document serves as an…

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Navigating Estate Planning Conversations During the Holidays


The holidays are a time for family togetherness, good food, and fond memories. However, it can also present opportunities for important yet sensitive conversations about the future. Discussing estate planning…

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What is a Durable Power of Attorney in California, and Do I Need One?


  Understanding and effectively utilizing the power of attorney (POA) is an important part of estate planning for every Californian. However, a California durable power of attorney is often a…

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Do I Need a California Medical Power of Attorney?


In an ever-evolving legal landscape, understanding the intricacies of the Power of Attorney (POA) in California is crucial, especially when it comes to medical matters. This comprehensive overview is provided…

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When to Start Estate Planning in California: A Guide Through Your Decades


Understanding when to start estate planning in California is crucial to securing your legacy and ensuring your loved ones are protected. In California, where the laws are unique, and the…

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How a Living Trust in California Can Reduce Estate Taxes


As part of the estate planning process, it’s necessary to determine what documents are needed for estate planning.  For most California residents, having a living trust is imperative.  One reason…

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How to Create a Living Trust in California


  Your estate plan is one of the most important decisions you’ll make in life. A living trust is a legal document that allows individuals to maintain control over their…

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