Many young professionals assume that estate planning is something to think about later in life. In reality, having an estate plan in place is important for anyone over the age of eighteen. Whether you are building a...
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Charitable giving plays an important role in supporting the nonprofit organizations and community programs that people care about most. For many individuals and families, charitable trusts and planned giving provide meaningful ways to create a long-lasting impact...
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Estate planning is not just about documents. It is about protecting the people we love and making sure important decisions are handled with clarity and care. If you have a parent, spouse, or close family member who...
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When planning for the future, many Californians have questions about estate taxes and inheritance taxes. The terms are often used interchangeably, but they are not the same. Understanding estate tax vs inheritance tax at both the state...
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Second marriages bring the opportunity to build a new life, but they also introduce important estate planning considerations. Blended families, personal assets, and prior obligations can complicate how wealth is managed and passed on. A clear, customized...
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For families who have a loved one with special needs, preparing for the future requires more than daily care and unconditional love. It involves intentional legal planning to ensure your child or dependent is protected, supported, and...
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When most people think about estate planning, they assume it is something only older adults or high-net-worth individuals need to consider. However, the truth is that every adult, especially young adults starting college, should have a power...
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You have poured your time, energy, and heart into building your business. But have you thought about what would happen to it if you couldn not be there tomorrow, due to retirement, illness, or the unexpected? If...
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When most people think about estate planning, they picture something far off in the future, something to worry about later. Others assume that if they are married, everything will automatically fall into place. But for many LGBTQ+...
Read MoreAlthough the primary function of your estate plan may be to ensure that your estate is distributed according to your wishes after you are gone, a comprehensive estate plan can – and should – also incorporate a...
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