Estate Planning Blog From a Southern California Perspective

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Spring Cleaning For Your Estate Plan: Ensuring Your Plan Reflects Your Current Wishes
Spring is the perfect time to review your estate planning documents to see if they need updating. Click here to read more about what might need to be done
Planning for Your Aging Parent’s Future: Understanding the Role of Successor Trustee and Power of Attorney
Watching our parents age and lose capacity can be difficult. Read our blog post on how to navigate this time to ensure your parent's wishes and wellbeing are taken care of.
The Corporate Transparency Act Ruled Unconstitutional: What You Need to Know
The Corporate Transparency Act was recently ruled as unconstitutional. Click here to read more about this ruling and what it means for businesses owners.
Preserving Memories: Estate Planning for Sentimental Treasures
Cherished items hold stories, not just value. Learn how to include them in your estate plan. Click link to read blog post.
Estate Planning for Business Owners: Protecting Your Business and Family
Do you have a plan in place for how your business would run if you became incapacitated or died? Click here to read about what you can do to protect your business and family.
8 Reasons to Consider a Pet Trust
For many of us, pets are not just animals; they are cherished members of our family. Read our blog to learn more about how you can protect them if you are no longer around to care for them.
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.
Using Estate Planning to Protect Your Social Media & Digital Legacy
What will happen to your social media accounts or digital photos once you're gone? Click here to read more about how to protect your digital legacy.

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