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Estate Planning: 3 Reasons We Run the Other Way
Estate Planning: 3 Reasons We Run the Other Way
Mar 11, 20212 min read
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Revocable Trust v. Irrevocable Trust: Which is Best for You?
Revocable Trust v. Irrevocable Trust: Which is Best for You?
Feb 25, 20212 min read
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Wills vs. Trusts: A Quick & Simple Reference Guide
Confused about the differences between a will and a trust? If so, you are not alone. While it is always wise to contact experts like us,...
Feb 19, 20213 min read
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Debunking Successor-Trustee Myths
Myths A family member acting as successor trustee does not receive compensation. This is false. The relationship between the trust maker...
Jan 21, 20214 min read
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Five Mistakes Successor Trustees Make (and How to Prevent Them)
When establishing a trust, you must give serious thought to who you choose as your successor trustee—the person who will manage, invest,...
Jan 8, 20213 min read
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How Will the Passing of Prop 19 Affect My Estate Plan?
One of the cornerstones of estate planning is the transfer of grandparent and parent owned real property on to the next generation. Due...
Nov 13, 20203 min read
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Thirteen Estate Planning Terms You Need to Know
Estate planning. It is an incredibly important tool, not just for the uber wealthy or those thinking about retirement. On the contrary,...
Oct 28, 20202 min read
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