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Should your spouse act as executor of your estate?

Creating an estate plan can make your passing easier on your surviving family members. By getting your affairs in order well before your demise, you can ensure that family members know your wishes for healthcare, funeralREAD MORE >
How Can I Plan For My Disabled Sibling

Setting up a special needs trust for the benefit of a loved one

It can be incredibly difficult to care for a loved one with special needs, and often, California families facing this unique challenge often wonder about how they can continue to provide care long into the future.READ MORE >
What Is A California Trust Administration

Seeking Guidance on the Various Types and Benefits of Trusts

With a certain amount of uncertainty involved, many individuals may be hesitant to put a plan in place for the future. However, chances are, you may have preferences as to the distribution of your assets andREAD MORE >
Pre Estate Planning Checklist To Make Life Easier

Issues to avoid when creating a comprehensive estate plan

Nobody is perfect. Humans make mistakes; they’re a part of learning. One area, however, you might want to be pretty meticulous about is in the creation of your estate plan. By leaving a plan that isREAD MORE >
Understanding Medi Cal Estate Recovery

Your needs may not qualify for Medicare coverage

If you were unable to attend the recent seminar on protecting your assets when you need nursing home care, you may have missed out on vital information that could bring you some peace of mind asREAD MORE >