Trusts can be an important part of a comprehensive estate planning strategy, but they are often misunderstood. Learn about the different types of trusts and what benefits they offer by following our regularly updated blog.
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ABLE Accounts: A Guide for California Estate PlanningDiscover how CalABLE accounts can benefit estate planning for individuals with disabilities. Plan for a brighter financial future with practical tips.
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Why Keeping Your Classic Cars in a Trust is Smart Estate PlanningOwning a collectible car in your name exposes you to liabilities that could result in losing the collection in a lawsuit.
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What Are Revocable Living Trusts and How Do They Work?Living Trusts are the foundational documents in almost all well-crafted estate plans.
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How to Use a California Pour-Over WillA Pour-Over will is identical to a Last Will and Testament; however, it is designed to instruct the probate court to "pour" all of your assets into your trust.
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Estate Planning Issues for California Domestic PartnersIn California, the answer depends on whether you are domestic partners or “registered domestic partners” with the State of California.
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How Can You Put a Value on a Stay-at-Home Parent?A stay-at-home parent's true value is oftentimes overlooked and underappreciated. Their unexpected death can leave a family shaken and unprepared.
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Estate Planning Considerations for Age Gap CouplesThe number age gap couples is increasing with celebrity and everyday couples. And while we may not choose who we love or their ages, a significant age gap between couples is a crucial factor in financial and estate planning.
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Do You Need a California Qualified Personal Residence Trust?If your estate value is near the exemption threshold you may want to consider a Qualified Personal Residence Trust as an estate planning tool.
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Do You Need a California Qualified Personal Residence Trust?If your estate value is near the exemption threshold you may want to consider a Qualified Personal Residence Trust as an estate planning tool.
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Equal Love but Different Needs - Parenting When You Are GoneHow do you financially plan for your children's future in the event you are not around?
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Estate Planning and Mental Health IssuesThere is no shame in acknowledging a mental health illness and planning for mental health issues should be part of your estate planning strategy.
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Are Family Limited Partnerships under Attack?A popular and powerful estate planning tool, the Family Limited Partnership, may be under attack by the Biden administration.