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Moving to California: Understand the Estate Planning Rules


If you are one of the many people who move to California each year, you may not be aware of some of the distinct estate planning rules which may be…

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Should You Incorporate Your Business?


Forming a corporation is one of the business structures that you might be considering, and while many people think that incorporation is only for large companies it can also be…

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Cryptocurrency and Estate Planning: How to Pass on Your Digital Assets


As more people begin to hold cryptocurrencies such as Bitcoin for investment or as a store of wealth, it raises an important question for estate planning purposes. The unique way…

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What Happens to Your Debts After Death?


One of the issues that heirs to an estate may face is how to deal with any outstanding debts, and who is responsible for payment. If you are creating your…

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Your Choices When It Comes to Business Planning


If you are starting a new business or have a current business that is growing or adding ownership interests, then you may be concerned about which business structure that you…

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How to Choose the Right Charity for Estate Planning Gifts


As you prepare your estate plan, you may be considering making a gift to a charity. This is an excellent way to leave a legacy with your resources, but there…

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Estate Planning Considerations for Non-US Citizen Family Members


Immigration laws and policy in the US are in the news almost daily, and with a diverse, multi-cultural population there are many families that have non-US citizen spouses or children….

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Verifying Your Intentions: Why an Estate Planning Attorney is Needed to Make Sure Your Wishes are Carried Out


Most people who are thinking about making a will or trust assume that they only thing that an estate planning attorney does is draft the documents. But, this is far…

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What is the Difference Between Estate Planning and Financial Planning?


It is easy to confuse the two distinct fields of estate planning and financial planning, especially since they do relate to each other and seem similar in some respects. It…

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What is the Effect of Marital Separation on Your Estate Plan?


It is generally understood that when couples divorce they will also be changing their estate plan to reflect the divorce, as well as to accommodate new spouses or children. However,…

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Estate Planning New Year’s Resolutions 2019


As the new year begins it is natural to make a few resolutions in areas of life that need attention, such as health, finances and family. Fortunately, there is one…

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Estate Planning Tips: Offshore Assets and Foreign Residence


It is becoming more popular for American citizens to either reside or have assets in foreign countries, which means they are subject to the laws of another jurisdiction when it…

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