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The Importance of Estate Planning for Blended Families in CaliforniaDiscover why estate planning is crucial for blended families in California, ensuring fair asset distribution and protecting your loved ones future.Click to read
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The Complex Estate of Matthew Perry: Navigating Wealth, Legacy, and TaxesLearn 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.
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Top 10 Estate Planning Checklist to Close Out 2023Click 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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Top 10 Reasons to Notify your Trustees and Agents in your Estate Plan to Prevent Unauthorized IntrusionRead article to learn why it's important to let your successor trustee and agents know your plans to avoid third parties from trying to insert themselves into your estate.
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5 Potential Consequences of Not Funding Your Trust in CaliforniaDiscover the importance of funding your trust and the consequences if not done or completed properly. Click here to read more.
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Retirement Planning for Busy Professionals in Laguna Niguel: A Comprehensive GuideDiscover the ultimate guide for busy professionals to create a retirement plan. Learn how to automate savings, optimize investments, and approach retirement with confidence.
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The 2024 Estate & Gift Tax Exemption Amount Set to Rise AgainThe 2024 estate and gift tax exemption: What you need to know about estate planning in the new tax landscape. Click here to read more.
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10 Points to Consider When it Comes to Trust AdministrationTrust administration is a critical process in estate planning, to ensure that your assets are distributed according to your wishes after your passing. Click here to read more
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The Dangers of Not Establishing a Trust-Based Estate Plan in CaliforniaDiscover the potential pitfalls of neglecting to establish a trust-based estate in California. Click here to read more on how to secure your family's future.
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Understanding Step-Up in Basis for Assets Upon InheritanceUnlocking the Mystery of Step-Up in Basis: Discover how assets can gain a fresh start upon inheritance. Click link to read our blog to learn the essentials.
Offices in Carlsbad and Laguna Niguel
Carlsbad Office:
760-448-2220
Estates, Trusts, Asset Protection
& Business Planning Law Firm
Now Offering Zoom and Conference Call Meetings for Your Convenience