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Estate Planning Checklist: What to Do When a Loved One Dies


Losing a loved one is an incredibly difficult time, filled with grief and numerous responsibilities.  Knowing what to do when a loved one dies can be confusing and stressful.  During…

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March Madness & Estate Planning: Managing Gambling Windfalls Responsibly


As March Madness sweeps the nation, excitement fills the air, and brackets are filling out in anticipation of thrilling matchups. For some lucky individuals, sports betting may yield unexpected windfalls,…

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What is the Difference Between a Will and a Living Trust in California?


Navigating the world of estate planning can feel overwhelming, especially when terms like “will” and “living trust” get thrown around. Understanding the difference between a will and a living trust…

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Safeguarding Your Crypto Legacy: Estate Planning for Digital Assets


As the popularity of cryptocurrency continues to soar, it’s crucial for holders to consider how to safely pass along their digital assets to heirs. Estate planning for cryptocurrency presents unique…

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Estate Planning Tips for Entrepreneurs with Multiple Businesses


Estate planning for entrepreneurs with multiple businesses can be challenging.  While most business owners are quite adept at managing their ventures, many neglect one crucial aspect – planning for the…

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Estate Planning Documents Every California Business Needs


Estate planning for small business owners is critical, especially in California where the legal and financial landscapes are constantly evolving. This comprehensive guide, crafted for Shoup Legal, an esteemed estate…

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5 Things We Can All Learn About Estate Planning from the HBO Show, “Succession”


The hit HBO series “Succession” offers more than just high-stakes drama and complex family dynamics; it provides viewers with a compelling glimpse into the intricate world of wealth, power, and…

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Business Succession Planning for Family-Owned Businesses in California


Why Your Business Needs a Thorough, Specific Succession Plan Business succession planning for family-owned businesses in California is not just beneficial – it’s essential. As the owner of a business,…

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Dispute Over Aretha Franklin’s Estate Has Heirs Saying a Little Prayer in Court


When it comes to your estate plan, think! Don’t do what Aretha Franklin did and leave your heirs (or potential heirs) battling it out in court over handwritten wills. After…

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New Year’s Resolution: An Estate Planning Checklist for 2024


As we step into a new year, this is the perfect time to reflect on our goals and aspirations, not just for ourselves but for the well-being of our loved…

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French Billionaire Takes Advance Legal Action to Leave Assets to His Gardener


Most of us don’t have to worry about what to do with our $12 billion-dollar fortunes, although it’s certainly fun to dream about it. Most would probably consider giving a…

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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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