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I’m Single-Do I Need An Estate Plan?

A common misconception about estate planning is that only married couples with children need to create an estate plan. Not true! A person with assets who cares about their future financial and medical needs should have an estate plan. Even as a single person, or someone without children, you most likely have possessions that matter […]


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7 Estate Planning Must-Dos Before You Take a Vacation

Going on a Summer Vacation? Pre-travel estate planning should be at the top of your to-do list! Here are 7 items that you will want to add to your checklist: Living Revocable Trust Make sure you have a Revocable Living Trust in place that appoints a person to settle your affairs, designates who will receive property […]


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Why Everyone Needs a Durable Power of Attorney

A durable power of attorney (DPOA) allows or authorizes another individual (your agent) to handle certain financial obligations on your behalf should you fall ill or become mentally incapacitated. The Durable power of attorney can ensure that financial and lifestyle matters are property managed so that it eliminates uncertainty, fighting, or confusion. Should you become […]


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Estate Planning for Pets

Did you know that California is one of several states that allows residents to create a Pet Trust to ensure a pet is well cared for after their owner passes away? If you are a pet owner and you consider your pet a member of your immediate family, it is important to understand how you […]


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What is a Pay on Death Account?

A pay on death (POD) account allows a person to pass money to family or loved ones without the necessity of probate when he or she dies. The issue with pay on death accounts is that there is no asset protection for the beneficiary. Meaning, if after the death of the owner, a beneficiary files […]


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Who Can Access a Safe Deposit Box After Death?

The timeframe after a family member dies, usually is confusing and traumatic with family members and friends having to act quickly in planning a funeral, paying bills, taking care of pets, etc. As the family members navigate through these tasks, they often realize they need access to important documents, like an estate plan that had […]


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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 […]