Revocable Living Trust

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Alternatives to Probate in California

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Alternatives to Probate in California

Without a trust, probate is inevitable in California. That said, there are some probate alternatives. These alternatives to probate, if available, can transfer property in a decedent’s estate quicker and cheaper than a full, formal probate.

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How to Protect Your Assets from Creditors with Estate Planning

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How to Protect Your Assets from Creditors with Estate Planning

What is asset protection and how can it protect me and my beneficiaries from the claims of creditors? Put simply, asset protection is positioning your property in such a way so it is not subject to the claims of plaintiffs in lawsuits.

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Estate Planning is Cheaper Than You Think

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Estate Planning is Cheaper Than You Think

The cost of an estate plan is much lower than you think. Being a California resident, you likely know that it takes little more than a house with a mortgage and a checking account to to approach an estate value at more than $500,000.

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What Type of Estate Plan is Best for You?

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What Type of Estate Plan is Best for You?

You have worked hard for your money and carefully managed your assets. So it makes sense that you want to find the right balance to maximize control and protection of your assets upon your death. Even if you think you don’t, everyone has an estate and it is important to choose the proper planning mechanism to ensure your assets are distributed according to your wishes in an effective and efficient manner.

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Digital Assets in California

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Digital Assets in California

California enacted AB-691, Revised Uniform Fiduciary Access to Digital Assets Act in 2016, and the law just took effect in January 2017, meaning there are now particular guidelines when it comes to digital asset planning in California.

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Lakers Drama Underscores the Need to Plan Ahead

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Lakers Drama Underscores the Need to Plan Ahead

Dr. Jerry Buss took the time to ensure his legacy was protected many years ago, and we're just now witnessing the benefits it has provided his family. Proper planning has allowed the Buss family to remain in control of the Lakers.

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Did You Know You Already Have An Estate Plan?

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Did You Know You Already Have An Estate Plan?

California already has a plan for you in the event of incapacity or death. An estate plan will provide you with the opportunity to regain control of your assets and tackle life decisions head on with a purpose and confidence that your ducks are in a row.