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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April 2024 NewsletterHere is our April 2024 Newsletter! Phil Kavesh discusses beneficiary designations, tips for spring cleaning, and more!
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March 2024 NewsletterHere is our March 2024 Newsletter! Phil Kavesh discusses the ten biggest mistakes people make in regards to estate planning and how to avoid them.
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February 2024 NewsletterHere is our February 2024 Newsletter! Phil Kavesh discusses new updates to estate and gift tax law. Click here to learn more.
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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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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.