We regularly update our blog to offer crucial information on living trusts, guardianship of minor children, Medi-Cal planning, asset protection, and other California estate planning matters. Learn more about the planning process from our experienced attorneys.
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What to Consider Before Allocating Unequal InheritancesParents often have personal reasons to allocate unequal inheritances. However, unequal inheritances can expose an estate to bad faith challenges.
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The Medical Appeals Process in CaliforniaTo appeal a denied Medicare claim, you must follow a five-step process that can be difficult to navigate without assistance. Our attorneys explain.
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Would You Like to Downsize Your Home and Increase Your Retirement Income Without Paying Any Capital Gains Taxes?If you ever wanted to sell your home, but felt like you couldn't because of capital gains taxes, then be sure to consider getting a Capital Gains Bypass Trust!
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IRS: You Can Contribute More to Retirement Starting in 2023Contact our Torrance Trust Lawyer with information about how you can now contribute more to your retirement plans in 2023!
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The Importance of Estate Planning for Unmarried California CouplesSince most unmarried couples are not afforded any rights to their partner’s estate, a comprehensive plan is a practical necessity. Our CA attorneys explain.
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Recognizing a “Guardian Angel”Trust Lawyer Palos Verdes
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The Problem With 11th-Hour WillsWhile California law has no provisions against deathbed wills, any last-minute interpretations could be contested in court. Our California attorneys explain.
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Estate Probate and the Internal Revenue Service’s Art Advisory PanelThe Art Advisory Panel for the IRS helps the federal government cross-check the claimed value of potentially valuable artwork. Our CA lawyers explain.
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How a Medi-Cal Asset Protection Trust Can Help You and Your Loved OnesMedi-Cal Asset Protection Trust Attorney Torrance
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Financial Considerations for Family Home Caregivers in CaliforniaWhile home care may seem an effective alternative to assisted living facilities, the costs of care can quickly accumulate. Our CA attorneys explain.
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What to Consider Before Giving an Early InheritanceAn early inheritance could help a young entrepreneur; however, it’s important to consider your future and your own retirement. Our CA attorneys explain.
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The Retirement Risks of a Late-Life DivorceOlder Californians have more to lose in a divorce since even the slightest mistake could cost them a comfortable retirement. Our CA attorneys explain.