Blog

05 Feb When Should I Revisit My Estate Plan?

The estate planning process is exactly that. It is a “process” and not a one time event. You should periodically review your plan to make sure it is legally up to date and meets all of your wishes. The following is a list of life...

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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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