People create an estate plan with the intention of having a plan for what happens to their cherished belongings when their life is over. When this plan is made, the individual appoints another person to take care of these plans for them. This person is known as an executor. People who are named an executor […]
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What is the Job of an Executor in California?
What is the Purpose of Charitable Planning?
One of the most honorable things an individual can do is give back to his or her community, or even the world. If you are someone who would like to donate to schools, religious institutions, or any other community-based organization and is unable to afford to do so in your lifetime, there is a very […]
Read MoreEstate Planning Mistakes You Should Avoid at all Costs
Estate planning is one of the most important things an individual can do. Not only will a comprehensive estate plan help individuals attain the peace of mind they need, knowing their assets will be distributed as intended upon their passing, or while alive, but their families will also benefit, both financially and emotionally as well. […]
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Important Things to Know About Estate Administration
Estate administration can be a very involved, time-consuming, and sometimes complex process. That is why if your loved one recently passed away, there is a lot you need to know about the months ahead. If you find yourself in this situation, please do not hesitate to reach out to our compassionate, experienced firm. Here are […]
Read MoreSpecial Needs Trusts in California
When you have a loved one with special needs, your estate plan may be more complex than a standard estate plan. Special needs trusts are something very important to individuals who have a loved one with special needs. These trusts are excellent tools that help ensure your loved one will be cared for upon your […]
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