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11 Mar 24
Is it possible to avoid probate? 3 strategies that can help

After you pass away, the assets you leave behind will go through a legal process called probate, unless you take steps to avoid it. Probate involves validating your will (if you have one), paying off debts and distributing your assets…

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27 Feb 24
How can you simplify your estate plan for your executor?

Estate planning can be complicated. Between distributing your assets and drafting documents that comply with the law, you may find it challenging. However, it is important to get it right for the person you entrust to execute it and for…

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16 Feb 24
Why you shouldn’t rely on California’s next-of-kin law

If you’re one of the many Californians who doesn’t have an estate plan because you assume you’ve still got “plenty of time” before you need to decide who will inherit your assets, it’s important to remember that estate planning is…

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05 Feb 24
How to navigate estate planning with your children

Estate planning is a crucial process that involves making decisions about how your assets will be managed and distributed both during your lifetime and after your death. If you are a parent, your children will likely be responsible for the…

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22 Jan 24
Updated estate planning laws for 2024

Estate planning laws are always going through changes, and 2024 isn’t any exception. Sometimes, people need to pass down part of their estate prior to their death. One way to do this is through gifting. Laws related to gifting limits…

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03 Jan 24
Can I reduce the cost of probating my estate?

We all want to leave as much inheritance as possible to the people we love when we die. This is the essence of estate planning. However, the process of transferring your estate to your beneficiaries (known as probate) costs money.…

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