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Heggstad petition

What Is a California Heggstad Petition?

In this post, we are going to examine the concept of a Heggstad petition, a legal tool under California law. But first, to appreciate its value, you need to understand the fundamental role of a living trust.Living...

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estate planning mistakes, image of couple cooking

Don’t Make These Common Estate Planning Mistakes

Inheritance planning is an essential part of securing your financial legacy and ensuring that your wishes are carried out. However, it’s easy to make estate planning mistakes that can have significant consequences.By learning from the errors of...

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executor, image of young woman working on a document

How Does an Executor Administer an Estate?

If someone has asked you to serve as the executor of their estate, you likely have a general understanding of the role. However, the specific tasks involved in settling an estate can be more complex than they...

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living trust

Have You Considered a Living Trust?

If you are thinking that you are going to draw up a will at some point, you are not alone. This being stated, you may want to consider a living trust as an alternative.This legal device provides...

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pet trust

A Pet Trust Can Facilitate Dog Ownership for Seniors

Dog ownership offers numerous benefits for seniors, enhancing both physical and emotional well-being. Having a dog provides companionship, reducing feelings of loneliness that many seniors experience.This companionship can lead to improved mental health, as interacting with a...

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estate planning awareness month

Estate Planning Awareness Month Highlights Looming Estate Tax Expansion

October is Estate Planning Awareness Month, and the importance of revisiting your estate plan is taking front and center. With a significant change to the federal estate tax exclusion on the horizon, now is the time to...

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estate planning attorney, image of man working in an office

Why Do I Need an Estate Planning Attorney?

There are those that question the value of an estate planning attorney. Why should you pay a lawyer to handle something that is pretty simple at its core? All you have to do is draw up a...

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digital estate planning, image of female hands on a laptop

Don’t Overlook Digital Estate Planning

In today's digital age, much of your life is online. From social media accounts to online banking, your digital presence is extensive.Digital estate planning ensures that your digital assets are managed and protected after your death. It...

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estate planning misconceptions. image of woman writing

These Estate Planning Misconceptions Can Lead You Astray

Most people put estate planning on the back burner for obvious reasons. Passing away is the last thing on your to-do list, but at the same time, it is an inevitability. Ignoring it will not make the...

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estate tax, image of couple in a park

Will My Family Pay an Estate Tax?

  Many people have concerns about taxes on the inheritance they may leave to their loved ones. For the most part, the news about taxation is surprisingly good. Generally speaking, inheritances are not subject to regular income...

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