Your Smarter Estate Plan

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A Do-It Yourself Estate Plan? You Deserve Better.

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A Do-It Yourself Estate Plan? You Deserve Better.

You've heard it before. You may have even heard it here. Or here. Estate planning is important. Fine. But, can’t I just do this all myself? Technically, yes, you can. However, and that's a big however, we believe the savings isn't worth the risk - it's like stepping over a dollar to save a penny; just doesn't make sense right?

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Will-Based Estate Planning: Your Simple Alternative to Having No Plan

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Will-Based Estate Planning: Your Simple Alternative to Having No Plan

A Will-based estate plan can be an excellent alternative approach for young individuals and couples that are just getting started; and is definitely better than having no plan in place at all.

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Estate Planning: What You Need to Know, Part 2

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Estate Planning: What You Need to Know, Part 2

Incapacity planning is vital to finding a balance between control and protection in your estate plan. In this second blog post of our five-part series, we plan ahead to avoid a mess during incapacity.

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Lack of Advanced Planning Plunges Prince's Estate into Administrative Chaos

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Lack of Advanced Planning Plunges Prince's Estate into Administrative Chaos

Prince's lack of estate planning has led to many complex legal issues including determining the legendary musician's legal heirs. Resulting infighting between his legal heirs has resulted in issues ranging from appointment of an executor to suing a previously appointed executor for breach of fiduciary duties.

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Obscure Law Complicates Aaron Hernandez Estate After His Death

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Obscure Law Complicates Aaron Hernandez Estate After His Death

Aaron Hernandez' fall from NFL star to convicted murder came to a conclusion when he committed suicide in a Massachusetts prison on Wednesday morning.  The timing of his death triggered the use of an archaic and rarely used legal principle that will essentially erase his conviction.  This complicates any potential civil suit brought by his victim's estate as well as the distribution of his own estate. 

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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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Estate Planning: What You Need to Know, Part 1

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Estate Planning: What You Need to Know, Part 1

The key to estate planning is finding a balance betwen control and protection. In order to understand how we can make this happen, we'll be releasing a five part series on what you need to know about estate planning. This is Part 1.

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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.