Estate Planning Blog From a Southern California Perspective

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6 Critical Reasons Why It's Important to Establish or Update Your Estate Plan Before the End of the Year
Discover 6 key reasons to establish or update your estate plan before year-end. Protect your legacy and loved ones. Contact us today to secure your future
The Pros and Cons of Outright Distribution vs. Continuing Trusts in California Revocable Trusts
Explore the pros and cons of outright distribution vs. continuing trusts in California estate planning. Ensure your loved ones are protected—contact us today!
Do You Need a Trust if You Already Have a Will?
Wondering if a trust is necessary with a will in California? Learn the key differences and benefits. Call us today for expert estate planning advice
Why the Upcoming Election Makes It Important to Review Your Estate Plan
Review your estate plan now before potential tax law changes take effect. Protect your assets and secure your future. Contact us today for expert advice!
The Benefits of Creating a Retirement Plan Trust for Multiple Children Where at Least One is Under Age 21 Under the SECURE Act 2.0
Create a retirement plan trust for minor children under 21 to extend tax deferral, protect assets, and maintain control under SECURE Act 2.0. Contact us today!
Understanding Secure Act 2.0: New Rules for Beneficiaries of Inherited Retirement Accounts
Learn how Secure Act 2.0 impacts beneficiaries of inherited retirement accounts. Stay informed and protect your financial future. Contact us today!
Understanding the Murdoch Family Battle Over Trusts: Can an Irrevocable Trust Be Changed?
The ongoing battle between Rupert Murdoch and his children over control of their family’s multibillion-dollar media empire is a complex one. It raises a fascinating question; can you change a legal document that’s supposed to be unchangeable? Click here to read more.
Understanding Spousal Lifetime Access Trusts (SLATs) for Large Estates
A SLAT is a type of trust that allows one spouse to put money or assets into a “box” that the other spouse can use during their lifetime. It’s a way to share wealth while making sure it stays protected and doesn’t get lost. Click here to read more about it.
Protect Your Home from Title Fraud with San Diego County's Free Owner Alert Service
Protect Your Home from Title Fraud with San Diego County's Free Owner Alert Service. Click link to read more on how to sign up for this service.
Children off to College? Is It Time to Update Your Estate Plan as an Empty Nester?
Children off to College? Is It Time to Update Your Estate Plan as an Empty Nester? Click here to read our blog post.

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