When it comes to estate planning, a little information can go a long way. In our blog, our legal team explores common problems we see when reviewing estate plans, as well as tips you can put into practice immediately to protect your future.
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Understanding your role as a trusteeLearn the essential responsibilities of trustee in California. Understand your duties, rights & how to manage a living trust effectively as successor or co-trustee.
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Kids Aged 18 to 26 Are Such a Problem! (Just not in the way you may think)by Attorney, Philip Kavesh Once a child (or grandchild) reaches age 18, in California and many other states he or she is ... Emergency Protection Plan
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What In The World Is Happening?We have invited Harvard educated economist, Dryden Pence - - who regularly on TV at Fox Business News, CNBC, and Bloomberg ... COVID-19
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New “SECURE” Act Makes Your IRAs Less Secure! (SECOND WARNING!)IRA OWNERS BEWARE New SECURE Act Makes Your IRAs Less Secure! If you have IRAs that in total including ... IRA Inheritance Trust
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All Estate Plans Are NOT Created Equal!Estate planning is something that we see a lot of people put off until later. It's something that can sometimes be difficult ... Estate Attorney
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Beware of COVID-19 ScamsThe stories of scams happening to people, particularly to seniors, is certainly not new. However, amidst this coronavirus ... Elder Abuse
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The IRS Has Extended Deadlines in Continued COVID-19 ReliefIn an effort to help taxpayers amidst the COVID-19 crisis, the Department of Treasury and the Internal Revenue Service ... Taxes
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Instead of Stocking Up on Toilet Paper, You Really Should Be Doing THIS Right Now!If you (or your spouse, together) have IRAs totaling over $150,000, read on... Your IRAs Are Ticking Tax Time Bombs! The ... IRA
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Answers to the Common Questions We’re Now Getting from ClientsWe recently sent you an e-mail regarding the current status of our office and our services. However, we still received a lot ... Current Events
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When It Comes To Dividing Your Estate Between Your Children (or Other Beneficiaries), What’s Really “Fair”?By Philip Kavesh, Attorney "That's not fair!" What parent of youngsters hasn't heard that countless times? It's a ... Beneficiaries
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Five Frequently Asked Questions about Memory LossContributed by Belmont Village Most of us have moments when we struggle to remember. It's not unusual to worry, or to be ... Memory Care
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Lessons from KobeLearn valuable estate planning lessons from Kobe Bryant's life: there's no promise of tomorrow. Prepare for the unexpected and gain peace of mind today.