Every family has unique estate planning needs because every family is different. Families come with different structures, different dynamics, and different needs for each member. Do you have a family member with special needs? If so, you may have worried about how to provide for them or how to give them...
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How to Choose Your Personal Representative
Estate planning can provide a range of benefits, including protecting a future you want for yourself, your family, and your loved ones. It will involve the selection of trusted individual that will be tasked with important roles in safeguarding your wishes. For instance, the personal representative of your estate will play...
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Benefits of a 529 Savings Plan as Part of Your Estate Plan
There seems to be more talk about 529 Savings Plans recently. A 529 plan is a savings plan with tax advantages that is designed to encourage people to save for the future costs of education. It may then be no wonder that more and more people are talking about 529 plans as...
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Times You Should Review Your Estate Plan
Having an estate plan in place means that you have taken a significant step in protecting a future you want for yourself and your loved ones. Establishing an estate plan, however, does not mean the process is over. Over time, our lives can significantly change. Our family dynamics change, family structures...
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Requirements for Establishing a Valid Will in California
A will can play a central role in developing an estate plan that meets the unique needs and circumstances of a person. It may be best known for setting out who will inherit what property upon a person’s death. A will can also, however, name a guardian for a minor child...
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New to California? Why You May Want to Update Your Estate Plan
Putting an estate plan in place is a valuable step in helping protect your future and the future of your loved ones. To be most effective, however, an estate plan should remain as up to date as possible. This means that, especially in light of major life events, you should take...
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How Will a Special Needs Trust Help My Autistic Child?
With the CDC estimating that the prevalence of children with autism spectrum disorder (ASD) has increased by almost 10 percent, it is time to address the needs of this segment of the population from a financial as well as a healthcare perspective. If you have a child with ASD, you are far...
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Why Shouldn’t I Take Care of My Own Estate Planning with Online Documents?
Now that just about everyone is using the internet to accomplish a multitude of tasks, from shopping to social interaction to finding out the latest news to paying their bills, you might wonder why you shouldn't do your estate planning online. This may be an especially common question in 2020 when...
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How to Talk to Your Elderly Loved One About Moving Into a Nursing Home
Talking to our parents or elderly loved ones about moving into a senior living community, such as a nursing home, can be difficult and should be approached with great care. While we want to provide our elderly relatives with the best support and care possible, sometimes we are unable to do...
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How to Create a Valid Will in California
A Last Will and Testament, usually referred to as simply a “will,” can accomplish many things in your estate plan. It is perhaps best known for being the mechanism outlining how you wish your property to be distributed after you pass away. A will, however, can do much more. You can...
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