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President Trump’s First 100 Days in Office
President Trump entered office having won the electoral college and with relatively…
Protect Your Wealth and Your Spouse with a Spousal Lifetime Access Trust
Love and Estate Planning Go Together Like a Horse and Carriage February,…
Who Is Part of Your Professional Team?
It Is Time to Make Your Estate Planning List and Check It…
Spring Cleaning: Lists You Need to Get Your Affairs in Order
Do You Know What You Own? Americans’ median household net worth (meaning…
Whom Do You Trust to Make Your Financial Decisions?
You wake up and check your investments over a cup of coffee….
Whom Do You Trust to Make Your Medical Decisions?
It might be a stretch to say that if you have your…
What You Need to Know About the Estate Tax Exemption Sunset in 2025
As 2025 approaches, many Californians are keen to understand the impending changes…
Spousal Lifetime Access Trusts: Things to Consider
A Spousal Lifetime Access Trust (SLAT) can be a vital tool in…
How Does Life Insurance Affect Probate?
When a loved one passes away, there are many legal and financial…