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What are some needed items for incapacity plans?
The term, “incapacity plan,” refers to that part of your estate plan that activates when (if) you become incapacitated but are still alive. It can
How long must a conservator serve in the role?
When Californians think about estate planning, it is natural to focus on wills, trusts and other basic aspects of preparing for the future. Incapacity planning
Do I need to update my estate plan after having kids?
Congratulations! Having a child is a life-affirming and life-changing event, and you are going to be a great parent. Breathe, and take it one day
When do I need to update my estate plan?
There are several key moments in your life when you should consider updating your estate plan in addition to regular and routine reviews. It is
Selling a home as a successor trustee
A successor trustee in California has many responsibilities. A successor trustee is someone who steps into the role of the grantor, who is the person
What do trustees need to do to administer the trust?
Having a trust can provide some advantages over a will. Trusts can alleviate some of the tax burdens that fall on larger estates. One of
Is there any way my estate can avoid the probate process?
You may find the concept of probate to be confusing. You may even ask, “You mean my property does not just go straight to my
Have you saved enough for retirement?
With record numbers of baby boomers retiring every year, there is a lot of angst over how people are doing it, whether they’ve saved enough,
What are the pros and cons of a California 529?
As parents get ready to send their children off to college, they are usually at the apex of careful financial planning that began in the
Why it is important to have an advanced health care directive
When people in California think about estate planning, they may think about wills. These are very important documents for people to have as they plan
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