Trusts can be an important part of a comprehensive estate planning strategy, but they are often misunderstood. Learn about the different types of trusts and what benefits they offer by following our regularly updated blog.
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Wills vs. Trusts: Choosing the Right Path for Your San Diego LegacySecure your San Diego legacy & loved ones! Unravel the mysteries of wills & trusts, dispel common myths, and explore options to craft a robust estate plan. Ensure your wishes are heard, assets protected, and loved ones cared for – for lasting peace of mind and a worry-free future. Take control of your legacy today!
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Debunking Myths and Protecting Your Legacy: A Comprehensive Guide to Estate Planning in San DiegoExplore the truth about estate planning in San Diego with our comprehensive guide. Debunk myths, secure your legacy, and navigate the intricacies of planning for the future. Ensure peace of mind with expert insights on safeguarding your assets and making informed decisions for a secure financial legacy.
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ABLE Accounts: A Guide for California Estate PlanningDiscover how CalABLE accounts can benefit estate planning for individuals with disabilities. Plan for a brighter financial future with practical tips.
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Why Keeping Your Classic Cars in a Trust is Smart Estate PlanningOwning a collectible car in your name exposes you to liabilities that could result in losing the collection in a lawsuit.
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What Are Revocable Living Trusts and How Do They Work?Living Trusts are the foundational documents in almost all well-crafted estate plans.
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How to Use a California Pour-Over WillA Pour-Over will is identical to a Last Will and Testament; however, it is designed to instruct the probate court to "pour" all of your assets into your trust.
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Estate Planning Issues for California Domestic PartnersIn California, the answer depends on whether you are domestic partners or “registered domestic partners” with the State of California.
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How Can You Put a Value on a Stay-at-Home Parent?A stay-at-home parent's true value is oftentimes overlooked and underappreciated. Their unexpected death can leave a family shaken and unprepared.
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Estate Planning Considerations for Age Gap CouplesThe number age gap couples is increasing with celebrity and everyday couples. And while we may not choose who we love or their ages, a significant age gap between couples is a crucial factor in financial and estate planning.
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Do You Need a California Qualified Personal Residence Trust?If your estate value is near the exemption threshold you may want to consider a Qualified Personal Residence Trust as an estate planning tool.
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Do You Need a California Qualified Personal Residence Trust?If your estate value is near the exemption threshold you may want to consider a Qualified Personal Residence Trust as an estate planning tool.
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Equal Love but Different Needs - Parenting When You Are GoneHow do you financially plan for your children's future in the event you are not around?