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Benefits of Hiring a lawyer for Your California Estate Plan

Estate planning is an essential task that all individuals should undertake, regardless of their age or net worth. It allows you to plan for the future and ensure that your assets are distributed...

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Why California Homeowners should have a Revocable Trust

A revocable trust, also known as a living trust, is a legal document that allows an individual (known as the grantor or trustor) to transfer their assets into a trust that is managed by a trustee for...

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California Inheritance Law

California laws surrounding inheritance are complex, even in situations where there is a comprehensive estate plan. Even if you do not expect it to happen, there is still a chance the heirs to your...

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Estate Planning For those With Investment Properties

Your estate plan should incorporate any assets you own as investments, such as second homes. Estate planning for rental property owners is a bit different than for those who own their primary...

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The Duties of an Estate Executor in CA

How Does One Become An “Executor?” An executor, also known as a personal representative, is a person appointed by a court to manage the distribution of assets and payment of debts of a deceased...

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How often do I need to update the terms of my trust?

The frequency with which you need to update the terms of your trust will depend on your individual needs and the specific provisions of the trust. Generally speaking, you should review and update the...

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Ways to incorporate charitable giving into your estate plan

A charitable gift in an estate plan is a powerful way to honor your values, interests, and beliefs while providing a lasting legacy for your loved ones. With careful planning and the help of a...

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Disinheriting a Child in California: What You Need to Know

Disinheriting a child in California is a complex process that involves understanding the law and taking the right steps to ensure that the disinheritance is successful. Disinheriting someone can be...

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