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3 Common Myths About Revocable Trusts

There are many myths about living trusts that often float around; however, don’t be fooled! Here are the three common myths that we, as estate planning attorneys often hear: Myth #1 “A Living Trust only benefits the beneficiaries named in the trust, and not the grantor” A lot of times a living trust is created, […]


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5 Important Estate Planning Topics to Discuss With Your Family

The topic of estate planning can be overwhelming and daunting; however, below are five important topics to help you begin the discussion with your family. Execute a Living Trust: In order to pass your assets to your loved ones and avoid probate after your death, a living trust needs to be set-up and executed. A […]


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Proposition 19 Strategies

Did you miss the February 16, 2021 deadline to transfer a property to your children before Proposition 19 went into effect? Don’t fret! There are various Prop 19 strategies. One of the strategies is with a Family Property LLC, which still may help your children avoid reassessment of property (under Prop 19) when you pass […]


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Medi-Cal Planning for Skilled Nursing/Long-Term Care

Did you know that there is a way to protect your assets should you need skilled nursing/long-term care? There is no need to “spend down” your estate until you are within the $2,000 asset range. With the proper planning of an estate planning attorney, who specializes in Medi-Cal planning, you can protect your assets and […]


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Implications of Proposition 19 and Property Taxes

Proposition 19 amends the current legislation adopted in Propositions 13 and 58. It allows qualifying owners (over 55 years of age, physically disabled or natural disaster victims) to move into a house of lesser value up to three times in the State and to carry their lower property tax assessments. This is great news for […]


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A Simple Resolution for 2021: Update or Create your Estate Plan

Many of us are looking forward to turning the page on 2020. Though it may be easy to focus on the low points of 2020, the low points hopefully come with a silver lining: a renewed focus on what is really important to us. If there ever was a time to focus on New Year’s […]


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How to Avoid Family Infighting Over an Inheritance

After a loved one passes away, one of the biggest obstacles families face is passing wealth onto the next generation. Unfortunately, family dynamics can spur conflict and infighting among children and other family members. No matter how well you work on your estate planning your family can still make things difficult. One of the hardest parts […]


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Setting up your Living Will and Trust Has Become a Popular Activity During the Pandemic

With all the extracurricular activities that we are partaking in during this pandemic: bike riding, quilting, bread baking, and reading, there is one more that you should consider. Right now add setting up your living will and trust has been added to the list of items that have become more popular during the pandemic. During […]


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Top 5 Tips to Get Your Affairs in Order

Death or incapacity can creep up on anyone. If you’re not prepared, your family could bear a heavier burden when handling your estate or financial affairs. Here are five tips to help everyone lighten the load. Create an Estate Plan One of the most important things you can do to get your affairs in order […]


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The Importance of Advance Healthcare Directives- What are They?

An advance directive is a legal document that allows you to proactively make certain choices about your medical decision making and end-of-life care prior to a crisis. An advance directive allows you to tell your loved ones and health care professional in writing who you want to make medical decisions on your behalf; who you […]