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purpose and types of guardianship in california

Purpose And Types Of Guardianship In California

Posted on January 28, 2022January 28, 2022
Legal guardianship begins when the court determines that the person in question cannot make sound decisions for him or herself and designates the responsibility to someone else. In most cases, guardianship cases result from deceased parents or parents who are...
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revocable and irrevocable trusts

Revocable And Irrevocable Trusts

Posted on December 30, 2021December 30, 2021
Wills and living trusts are the cornerstones of estate plans. The more assets you have, the more likely you are to need a living trust. There are two types of living trusts: revocable and irrevocable trusts. If you are newer...
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what estate information to share with your heirs

What Estate Information To Share With Heirs

Posted on December 2, 2021December 2, 2021
Creating a comprehensive estate plan is a powerful move, complete with advanced directives and POA’s in place. We repeatedly witness how these steps provide immense peace of mind for our clients. Once an estate plan is in place, there is...
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tips to help siblings avoid or settle an estate battle

Tips To Help Siblings Avoid Or Settle An Estate Battle

Posted on November 16, 2021November 16, 2021
The wake of the last remaining parent’s death is a large one for most families, and the complicated emotions around that death pose challenges of their own. This is especially true when the estate plans are not updated, are unclear, or...
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what to look for in an estate planning

What To Look For In An Estate Planning Lawyer

Posted on October 19, 2021October 19, 2021
When we meet with clients for the first time, we consider it the first of many meetings throughout their lifetime. Together, we’re forging a partnership. So, in addition to getting your estate plans in place, your attorney should be someone...
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what happens to your minor children if you die

What Happens To Your Minor Children If You Die?

Posted on September 3, 2021October 19, 2021
If you have minor children, you must have a will or an estate plan in place. Failure to do so means your children’s custody is at the mercy of the courts if the natural parents die while children are still...
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what happens to unpaid bills when you die

What Happens To Unpaid Bills When You Die?

Posted on August 3, 2021October 19, 2021
Creating an estate plan supports your vision of distributing the estate amongst heirs, beneficiaries, friends, or favorite charities and organizations from a heart-centered standpoint.   From the state’s perspective, your estate plan or the probate process ensures bills and debts...
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estate planning for parents with dementia

Estate Planning For Parents With Dementia

Posted on July 1, 2021July 1, 2021
In a perfect world, everyone’s estate plans would be in order before being diagnosed with any life-altering conditions like dementia. If that hasn’t happened, a diagnosis like dementia should automatically trigger a review of any existing estate plans, or families...
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death without a will in california

Death Without A Will In California

Posted on May 25, 2021January 22, 2025
  Estate plans, including a will and/or trusts, are designed so that your estate can be distributed without assistance or guidance from the state. When you die without a will in California, the state takes over, and it is often...
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the ultimate estate planning checklist

The Ultimate Estate Planning Checklist

Posted on April 30, 2021April 30, 2021
Estate planning is an essential part of any adult’s life plan. At its most basic, good estate planning ensures your finances, property, collectibles, valuables, sentimental possessions, and other assets are distributed according to your wishes. Estate plans also encompass a...
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