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Archive for Month: August 2019

Funding a Trust as Part of Your California Estate Plan

For some people, the word “trust” conjures up images of spoiled college-age children living off the largesse of their families. However, trusts are not solely

The Most Dangerous Estate Planning Myth

You could argue that one of the most common estate planning myths is that you can do it later, that you’ll always have time to

Different Family Businesses Need Difference Succession Plans

The family-owned business is often thought of as an American staple, the thing that forms the backbone of the economy. That said, there are many

The Biggest Reason Women Must Know About Estate Planning

It’s important for everyone to know all that they can about estate planning. That means men, women, married couples, single people and anyone else. Far

Don’t Let Your Estate Plan Became Outdated

Financial experts note that one of the main mistakes people make with their estate planning is simply that they let the plan become outdated. This

Few Family Businesses Make It to the 4th Generation

For most people who start a family business, the dream is to have it stay in the family for generations to come. The founder may

Understanding the Details of a California Special Needs Trust

It has become common knowledge that disability rates have steadily risen among children, which makes the need to understand the importance of a Special Needs

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