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Latest Articles

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Impact of Property Taxes in Estate Planning, Considering California’s Unique Regulations

Jul 10, 2024

Secure Your Legacy: Estate Planning to Minimize Taxes Estate planning in California involves naviga...

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Steps to Establishing Guardianship: Paperwork, Court Hearings, and More

Jul 02, 2024

Establishing Guardianship Establishing guardianship in California is a detailed process that requir...

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Assets that Bypass Probate: Joint Tenancies, Living Trusts, and More

Jun 18, 2024

California Probate Process As with many states, California's probate process can be time-consuming ...

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The Legal Landscape: How California Law Treats Digital Assets in Estate Planning

May 10, 2024

What Are Digital Assets? Digital assets can account for a wide variety of online properties. It's e...

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Support Your Child With Disabilities and Still Qualify for Medicaid

Apr 24, 2024

If you have a child with a disability, providing for them into the future will likely stand among yo...

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Accounting Is Not Only Important – It’s Mandatory

Apr 17, 2024

Imagine how you would feel if you walked into your bank, asked for a summary of your account activit...

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Effective Strategies for Tax minimization: Gifting, charitable donations, and more

Apr 10, 2024

Effective Strategies for Tax Minimization: Gifting, Charitable Donations, and More An estate plan o...

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Importance of updating your estate plan: Life events that trigger a review

Mar 10, 2024

Importance of Updating Your Estate Plan: Life Events That Trigger A Review Major life events such a...

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What Should California Residents Know About Incorporating Charitable Giving into Their Estate Plans?

Feb 10, 2024

What Should California Residents Know About Incorporating Charitable Giving into Their Estate Plans?...

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