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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...
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...
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...
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...
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...
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?...
How Do Recent Changes in California’s Trust Laws Impact Your Existing Estate Plan?
Jan 05, 2024
How Do Recent Changes in California’s Trust Laws Impact Your Existing Estate Plan?
A trust is a l...
Conservatorships in California: An Essential Resource for Families
Nov 02, 2023
When a loved one starts feeling the effects of aging or becomes partially incapacitated due to an ac...
The Annual Reporting Requirements for Special Needs Trusts
Nov 01, 2023
Special Needs Trusts are important estate planning tools for families and individuals with disabilit...