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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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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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      Topics include:

      • Wills and Trusts
      • Probate
      • Powers of Attorney
      • Advanced Medical Directives


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