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Take These Steps to Ensure Your California Will Is Valid

March 18, 2014

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The wills of two celebrities who recently died – Philip Seymour Hoffman and Paul Walker – illustrate the importance of keeping your will up to date.  Hoffman died with a 2004 will that left out his two youngest daughters; Walker’s will had not been updated since he created it in 2001. Reviewing your will when […]

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Can Changes Be Made to an Estate Plan After Death?

March 15, 2014

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Building in flexibility into your California estate plan, which includes naming secondary beneficiaries, is an important aspect of creating a comprehensive estate plan.  Still, many people wonder if there is another way that an estate plan can be amended to pass assets to another, even after the estate owner has died. The answer is yes […]

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A Life Estate Lets You Pass on Your Home and Avoid Probate

March 13, 2014

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A recent Wall Street Journal article examined one way that heirs can inherit real estate while avoiding the cost and hassle of probate through the use of an estate planning tool known as a life estate. A life estate is a deed that allows the real estate owner to remain in his or her home […]

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Estate Planning for Parents: 5 Considerations That Begin at Birth

February 17, 2014

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Most new parents have become experts at planning before a baby is born.  They have created the nursery, planned for childcare and some have even started planning for the unborn child’s education.  All of that is great.  But don’t let your planning stop there – creating an estate plan is another essential you simply cannot […]

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