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Latest Articles

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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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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...

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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...

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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...

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Assets and Income: What Can Be Placed in a Special Needs Trust?

Oct 31, 2023

Special needs trusts (SNTs) are specifically designed to provide financial security to individuals w...

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