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estate planning

Assurances in Granting Wealth

It can take a lot of hard work and time to finally accumulate a good amount of wealth. When you work that hard to get what you have, you may have fears about what will happen to your money when you pass it down. While many people have fears about passing down their wealth, here’s […]

  • Posted on: Oct 24 2021
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business partners

What to Know About Separating from Your Business Partner

There is no doubt that owning and operating a small business can be extremely challenging. This is especially true when you share ownership and/or operations with a partner. Many people choose to go into business with a close friend or family member since trust is already there. But unfortunately, it can make ending your business […]

  • Posted on: Sep 15 2021
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person using mobile device to access cash

Can You Access Cash on the Death of Your Loved One?

When you become disabled or pass away, bills and other necessities don’t just stop. Whether it’s buying groceries for you or paying for your funeral, your loved ones likely need a way to access your funds. However, if all of your money is solely in your name for your bank account or your trust, your […]

  • Posted on: Aug 27 2021
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family business

Want to Leave Your Business to Your Family? Consider These Four Things

Building a business takes years of hard work. That’s why it’s tough to imagine your business closing down when you retire or pass away. For that reason, many business owners wish to leave their businesses to their family and heirs. By providing their children with the business, they can help to ensure financial security for […]

  • Posted on: Jul 22 2021
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blended family

What Every Blended Family in CA Should Know About Estate Planning

While divorce and remarriage can sometimes be the best solution, blended families often have it a bit more difficult when it comes to estate planning. That’s why it’s so important to have an open dialogue with your future spouse about your estate planning prior to getting married again. Here is what every blended family in […]

  • Posted on: Jun 26 2021
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advance health care directive

California End-of-Life Decisions

There are a lot of difficult aspects of estate planning, but perhaps one of the most difficult is admitting to our own mortality. No one wants to think about the end of his or her life, but it’s important that you look at all of your options. Everyone should be entitled to live and die […]

  • Posted on: May 24 2021
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trust

Failure to Fund Your Trust

More and more Californians are turning to revocable trusts in order to try to avoid the long and expensive probate process. But what some of these individuals fail to realize is that assets in this trust can only be protected if they are retitled in the name of the trust. While a qualified California estate […]

  • Posted on: Apr 30 2021
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estate plan

Top 4 Reasons to Hire an Attorney When a Loved One Passes Away

When a loved one passes away, you may be overcome with grief and not even thinking about their estate. However, if you are a beneficiary of their estate, it’s important to know whether you should hire an attorney. Although there is likely already an attorney involved, he or she is probably acting in the interest […]

  • Posted on: Mar 25 2021
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intellectual property

How Can Business Owners Protect Their IP?

One of the most important things when creating a business is to protect your business from others making money off of your ideas. In this rapidly evolving tech world that we find ourselves in, it’s important to protect all of our intellectual property rights. You can do so by filing for all necessary copyrights, trademarks, […]

  • Posted on: Feb 22 2021
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client estate plan

Is Estate Planning Only For Asset Distribution?

Estate planning is extremely important when it comes to asset distribution. It serves as a great way to be sure that your assets are properly given to the correct recipients upon your passing. In doing so it also helps to make sure that your loved ones are cared for.  Why It’s Important to Have an […]

  • Posted on: Jan 25 2021
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