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Year: 2019

Wills, trusts and no-contest clauses

Many Californians who establish wills and trusts simply want their assets to be distributed in accordance with their wishes while avoiding conflict. This is especially true when loved ones are written out of an estate plan or assets are distributed in a lopsided...

Nursing home planning and the care plan

Considering your potential need for long-term care isn't an easy feat. After all, it requires you to consider the possibility that there may come a time when you are no longer able to adequately care for yourself. It can also be a financial challenge given that...

Some common issues with trust administration

A trust can be a great way to protect assets for loved ones who are set to inherit them. Yet, the effectiveness of a trust is often left in the hands of a trust administrator. This person may be named by the individual who created the trust, or he or she may be...

Estate planning and business succession

Building and running a successful business takes time, money, and a whole lot of dedication. For many entrepreneurs, their business is their life's work and their legacy. As such, they really should plan for the future of the business when the time comes that they are...

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