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last will and testament document with a pen, representing estate planning and probate preparation

California Probate Guide: When It Is Required and How Long It Takes

How long does probate take in California? This is among the first inquiries that families typically make following the death of a loved one. Probate can be overwhelming, and it can be even more so in cases...

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close-up of hands reviewing and signing estate planning documents during a trust consultation, illustrating irrevocable vs revocable trust considerations.

Irrevocable Trust vs Revocable Trust: Key Differences Explained

When clients begin exploring trust-based estate planning, one of the most common questions they ask is how an irrevocable trust vs revocable trust compares under California law. Both options can play an important role in an estate...

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Professionals reviewing and signing legal documents during an estate planning meeting, illustrating why estate planning is important for protecting assets and making informed decisions.

Why is Estate Planning Important for Protecting Your Family and Assets?

Why is estate planning important for individuals and families in California? The answer often becomes clear during moments of change or uncertainty. Estate planning gives you control over important decisions involving your finances, health care, and loved...

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Estate planning for young professionals

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 trusts and planned giving: creating a legacy of impact

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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Common probate mistakes families make in California (and how to avoid them)

The probate process in California can be complicated, especially for families who are grieving and trying to manage legal matters at the same time. Probate is the court-supervised process of distributing a deceased person’s estate. Even when...

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When to help a loved one with estate planning

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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Estate tax vs inheritance tax: what families need to know

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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Alzheimer’s legal planning: protecting your loved one’s future

When a loved one is diagnosed with Alzheimer’s disease, families face emotional and practical challenges. As the condition progresses, it becomes increasingly difficult for the individual to make informed decisions about their health care, finances, and personal...

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Wills vs trusts: which is right for you?

Estate planning is one of the most important steps you can take to protect your loved ones and guarantee your wishes are carried out. When beginning the process, many people find themselves asking an essential question: what...

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