Estate planning is crucial for anyone who wants to remain in control of how their property is distributed when they pass away. Without having a valid will in place at the very least, there is no guarantee that your assets will pass to the person you…
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A comprehensive estate plan shouldn’t only address your wishes after you pass. It should also specify how your financial, personal, legal, and healthcare matters will be handled in the event you become incapacitated and cannot make decisions for yo…
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Many people use traditional and Roth IRAs to save money for retirement. But it should also be considered as part of a comprehensive estate plan. If you have an IRA account, it becomes part of your net worth and the assets in it can be passed to a ben…
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Discussing estate planning with aging parents can be difficult — but it’s important to have this conversation while your parents are still healthy and of sound mind. Estate planning doesn’t only have to do with how assets are distributed after…
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If you are the beneficiary of a trust in California, it’s essential to understand that you are afforded specific rights by law. Significantly, a trust beneficiary should not simply sit back and wait for the administration process to take its course…
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