Blog

05 Dec 529 College Savings Plans

One of the ways parents can plan for their child’s education is to open up what is called a “529 Plan” at a local financial institution. This is a specific account used only for a child’s future education. There are two types of 529 Plans:...

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05 Nov Estate Planning for Blended Families

Blended families can take various forms. Married couples with children from previous marriages. Families with children who are in a second marriage and who have children from a previous marriage. Families with children whose spouses have children from a previous marriage. With approximately 50% of American marriages ending in...

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05 Oct The Probate Process in California

"Probate" is the legal process of transferring property upon a person's death. In California if you die with a Will or without a Will, our estate will go through the probate process. The probate process is extremely costly. For example, for an estate with assets...

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05 Aug Four Common Life Insurance Mistakes

People all too often purchase life insurance and make one of the following common mistakes. These common mistakes could have been easily avoided or corrected with guidance. Instead these mistakes lead to serious consequences in terms of expense and aggravation. Here are some common life...

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