Our library articles contain vital information on living trusts, asset protection, incapacity planning, and probate requirements for California residents. Learn about what you must do, documents you will need, and deadlines you must meet in our online library.
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How Directed Trusts Help California Families Preserve and Protect Complex InterestsThe recent enactment of CA’s Uniform Directed Trust Act provides for the formation of directed trusts, letting families exert more control over complex assets.
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January 2024 Estate Planning NewsletterCheck out our January 2024 Newsletter. Our newsletters are packed with valuable California estate planning information. Click here to learn more.
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The Advantages and Limitations of Totten Trust AccountsTotten trusts make it easy to transfer cash accounts outside of probate; however, they suffer from significant disadvantages. Our CA attorney explains.
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529 Plans: Take Advantage of Secure 2.0 ChangesThe recent passage of the Secure 2.0 Act makes it easier than ever for 529 plan savers to roll unused funds into a Roth individual retirement account.
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December 2023 Estate Planning NewsletterCheck out our December 2023 Newsletter. Our newsletters are packed with valuable California estate planning information. Click here to learn more.
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Four Reasons to Avoid AI Estate Planning ToolsArtificial intelligence programs could help you write a will for free, but the risks of relying on imperfect technology could outweigh the rewards.
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What Women Need to Know About Estate PlanningEstate planning is a matter of practical necessity for married women and young professionals to protect their assets and preserve their independence.
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November 2023 Estate Planning NewsletterCheck out our November 2023 Newsletter. Our newsletters are packed with valuable California estate planning information. Click here to learn more.
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Protecting Your Family’s Financial Future From UncertaintyMaking an estate plan is often the only way for California veterans to ensure that their families and their finances remain safe from the threat of intestacy.
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Estate Planning in Your 60s: It’s Never Too Late to Get StartedIt’s never too late to start estate planning, but adults in their 60s and 70s have to be more proactive than those who are younger. Our CA attorney explains.
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October 2023 Estate Planning NewsletterCheck out our October 2023 Newsletter. Our newsletters are packed with valuable California estate planning information. Click here to learn more.
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Estate Planning in Your 30s: It’s Not Too EarlyWhile estate planning is rarely even a consideration for young adults, even a rudimentary plan can help families protect themselves from life’s uncertainties.