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Blog: Estate Planning

Updated: 05.27.2022
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6 Reasons Why Everyone Needs an Estate Plan

One of the most unfortunate popular misconceptions is that estate planning is only for the rich. Nothing could be further from the truth. Even if...
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Updated: 10.27.2020
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What Does Fiduciary Duty Mean?

Anyone involved in a trust or estate administration or dispute will invariably encounter the term “fiduciary duty,” or a variant of the...
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Updated: 10.27.2020
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Top 6 Essential Estate Planning Documents

Clients who have never had an estate plan often ask what estate planning documents are included in a basic estate plan. Although every situation is...
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Updated: 10.27.2020
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Common Questions about Probate Answered by a Lawyer

Do I need a probate lawyer? With a few exceptions, people are generally allowed to represent themselves in probate court.   However, in litigated...
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Updated: 10.28.2020
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Online Estate Planning Programs

For many young parents this scenario is familiar: You and your spouse are flying across the country for some family event-a wedding, the death of a...
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Updated: 10.28.2020
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Electronic Wills: A Bad Idea From Across the Pond

Proposed Inheritance Law Update We are big fans of our brothers across the Atlantic-the pint, the pub, the pound, the princess. But every now and...
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Updated: 10.25.2022
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Tax Changes 2022

The start of a new year is a good time to consider upcoming changes in the tax laws that may affect your estate planning in 2022. The federal estate...
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Updated: 11.20.2020
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529 Plan

Families with college bound children face the hurdle of paying for tuition, books, room and board, and other expenses. While there are many savings...
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Updated: 04.28.2021
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FINRA Proposes New Rules Designed To Protect Elderly Investors

The Financial Industry Regulatory Agency (FINRA) has recently submitted to the U.S. Securities Exchange Commission a rule change proposal designed to...
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Updated: 10.28.2020
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Probate Code 15305: Support Creditor’s Claim Against a Spendthrift Trust

Many California living trusts contain a “spendthrift clause”- a clause designed to protect trust assets from claims made by a...
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