In our blog posts, you’ll learn why a Last Will and Testament is a vital part of your estate plan. Learn what needs to be included in your will, common mistakes to avoid, and how often you should update this important document.
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Wills vs. Trusts: Choosing the Right Path for Your San Diego LegacySecure your San Diego legacy & loved ones! Unravel the mysteries of wills & trusts, dispel common myths, and explore options to craft a robust estate plan. Ensure your wishes are heard, assets protected, and loved ones cared for – for lasting peace of mind and a worry-free future. Take control of your legacy today!
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Debunking Myths and Protecting Your Legacy: A Comprehensive Guide to Estate Planning in San DiegoExplore the truth about estate planning in San Diego with our comprehensive guide. Debunk myths, secure your legacy, and navigate the intricacies of planning for the future. Ensure peace of mind with expert insights on safeguarding your assets and making informed decisions for a secure financial legacy.
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Understanding the Probate Process in San Diego CountyNavigate the probate process in San Diego with our comprehensive guide. Learn about probate court, fees, and how a probate attorney can help.
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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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Last Will and TestamentA will is a legal document that tells the court how you want your property to pass to your loved ones and sometimes your favorite organizations or charities.
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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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Can You Use an Electronic Will in California?Technology is advancing at rapid speeds, but the courts aren't quite ready to accept eSignature on EVERY document. California Wills still require a signature.
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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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How Remarriage Affects Your California Estate Planning?You and your spouse likely signed several estate planning documents together, or for the benefit of each other and your family. Now it's time to untangle those.