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The Importance of Choosing a Successor Trustee
You have worked hard to pay for a home, build a retirement…
Why Funding Your Trust Is Important and How To Do It
Establishing a trust is an essential component of responsible estate planning. Unlike…
Holding Real Estate in an LLC
A Limited Liability Company, also called an LLC, it’s a type of…
Five Common Mistakes in Estate Planning
No one wants to think about death, let alone plan for it….
Are There Net Worth Requirements to Have a Living Trust?
A living trust is a legal document that outlines how you want…
Benefits of Making Sure Your Estate Is in Order Sooner Than Later
Estate planning is one of the best things you can do for…
California Estate Plans: What Is in One, and Why Do I Need One?
Thinking about creating an estate plan isn’t something restricted to wealthy individuals,…
Conservatorship vs Power of Attorney in California
Power of Attorney A power of attorney is a document that names…
Irrevocable Trusts: Pros and Cons in California
A trust is a financial planning vehicle that avoids legal processes while…