Estate Planning Blog From a Southern California Perspective

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Understanding Estate Responsibility for Debts After Death: Trusts, Time Limits, and International Debt
Have you wondered who is responsible for debt after a loved one dies? Click here to learn more.
Essential Estate Planning Tips for Affluent Californians
An essential estate planning guide for high-net-worth individuals, providing tips to protect assets, minimize taxes, and ensure your money goes where you want it to.
Safeguarding Your Home Equity: The Importance of Filing a Homestead Declaration in California
Learn how a Homestead Declaration Deed can protect your home from creditors, bankruptcy and preserve equity. Click here to read more.
Safeguarding Your Property: How Free Alerts Can Protect You from Real Estate Fraud
Learn how to protect yourself from property title fraud. Click here to read more.
Revocable Trusts: Preparing for Life’s Uncertainties
Who would manage your assets or health care if you become incapacitated due to injury, illness, or age-related conditions like dementia or Alzheimer’s?
Estate Planning Tips for California Blended Families to Protect New Goals and Loved Ones
Learn tips for blended families on identifying overall estate planning goals and concerns and identifying heirs to protect your new family and future.
Rethinking the Transfer on Death Deed in California: 7 Reasons it can be Problematic
Some people think a transfer on death deed is an easy way to bypass a trust or will. Read our blog post on why you may want to rethink this strategy.
The Importance of Estate Planning for Blended Families in California
Discover why estate planning is crucial for blended families in California, ensuring fair asset distribution and protecting your loved ones future.Click to read
The Complex Estate of Matthew Perry: Navigating Wealth, Legacy, and Taxes
Learn more about why the actor Matthew Perry's estate could be a complex matter and that advanced estate planning is so important. Click here to read more.
Top 10 Estate Planning Checklist to Close Out 2023
Click here to review our end of the year Estate Planning Checklist to make sure you are taking advantage of any legal and financial decisions that should be made.

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