California Estate Planning
Below please find informative videos on different aspects of Estate Planning, Trust Administration and Estate Tax Planning. Do not forget to subscribe to our YouTube Channel!
6 Reasons to Revisit Your Estate Plan Under the New Tax Law
The passage of the Tax Cuts and Jobs Act has...
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Signs of an Ineffective Estate Plan
Not all estate plans are created equal. Estate plans that...
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You Don’t Have to Be Rich to Benefit from Estate Planning
There are a number of common misconceptions about the estate...
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What’s the Biggest Barrier to Estate Planning?
Estate planning isn’t always easy. From a legal and financial...
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Should You Do Your Own Estate Planning?
While you certainly can handle your own estate planning, that...
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How Divorce Impacts Estate Planning
One of the keys to proper estate planning is reviewing...
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5 Estate Planning Documents for Business Owners
Business owners tend to focus on ways they can grow...
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Estate Planning 101: A Checklist
There are many people who understand the importance of estate...
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Myths and Misconceptions About Estate Planning
Estate planning is all about the legacy you leave for...
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Should You Hire an Estate Planning Professional?
Estate planning—like household plumbing or electrical repair—is something that you...
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When Should You Update Your Estate Plan?
One of the most common misconceptions about estate planning is...
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Estate Planning for Unmarried Couples
For a number of reasons, more and more couples are...
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Estate Planning Matters—Even if You Don’t Have an Estate
In some ways, “estate planning” may be a bit of...
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What Every Family Should Know About Estate Planning
Estate planning isn’t just for the old or for the...
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Including Digital Assets in Your Estate Plan
Not all of your assets are physical in nature; many...
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Estate Planning for Digital Assets
Do you worry about your Digital footprint? Wonder what happens...
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if you would like to discuss the advantages and disadvantages of a revocable living trust.
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