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What Is a Beneficiary? California Estate Planning Information
When planning for the future, understanding the role of beneficiaries in your estate plan is crucial. A beneficiary is any person or legal
Can You Collect Debts for a Deceased Loved One?
When a loved one passes away, their estate often goes through a process known as probate, where debts are settled, and assets are
Testamentary Trusts: How They Work
There are a variety of tools and mechanisms available to ensure that an individual’s assets are distributed according to their wishes after their
Passing On Businesses: When to Use Trusts
In the landscape of family businesses, the transition of leadership and ownership is not just a matter of corporate governance but also of
What Happens to Property You Forget in Your Will?
When drafting a will, it’s not uncommon to focus on significant assets—real estate, substantial bank accounts, and family heirlooms. However, it’s equally important
Guardianship Considerations in Your California Estate Plan
One of the most significant decisions you can make during estate planning is how your minor children or dependents should be cared for.
Handling Your Estate After Losing a Spouse
Losing a spouse is an emotionally devastating event that brings with it a myriad of challenges, not least among them handling your spouse’s
How to Handle Out-of-State Property in Your Will
Estate planning is a critical process that helps individuals manage their assets and ensure their wishes are honored after they pass away. One
The Benefits of a Family Limited Partnership
There are many options available to people seeking to pass on their assets, but not all legal vehicles are created equal. For California
Life Insurance and Your California Estate Plan
Life insurance is an essential component of comprehensive estate planning. In California, where estate planning can be particularly nuanced due to the state’s
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