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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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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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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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Estate planning for natural disasters

California is no stranger to natural disasters. Wildfires, earthquakes, and mudslides are realities that many families face each year. While preparing an emergency kit and evacuation plan are essential steps, there is another critical area that often...

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When to update your estate plan: 5 events that should trigger an estate plan review

Creating an estate plan is a crucial step in protecting your assets, your loved ones, and your legacy. But completing your plan is not the end of the process. Life changes, and so should your estate documents....

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Tips for Choosing a Living Trust Successor Trustee

When you set up a living trust, one of the most important decisions you make is naming your successor trustee. This is the person or institution that will take over the management of your trust when you...

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life insurance, image of senior woman doing upward dog yoga pose

Life Insurance Can Play a Key Role in Your Estate Plan

When you think about estate planning, life insurance may not be the first tool that comes to mind. But if you want to protect your loved ones and secure your financial legacy, you shouldn’t overlook it.Life insurance...

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simple will, image of couple in a park

Inheritance Planning Insight: The Limitations of a Simple Will

You may think a simple will is all you need when you are planning your estate. It’s relatively straightforward, and trusts are only for people with multi-generational wealth, right?In fact, while a basic will covers essential instructions,...

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