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Trusts
Wednesday, September 12, 2018
![](/global_pictures/melinda-gimpel-9_2GVskimEg-unsplash9715.jpg) Understanding the Probate process emphasizes that proper estate planning is vital! This week, we give you an introduction to Probate, what it is and what it entails. Read more . . .
Thursday, August 30, 2018
![](/global_pictures/neil-soni-H3doPzG82hs-unsplash5207.jpg) Aretha Franklin's recent passing brought to light another celebrity estate lacking the proper protection planning to avoid probate. We have provided a reminder checklist to prevent this from happening to you and your family...Read more . . .
Monday, August 20, 2018
![](/global_pictures/elijah-ekdahl-Aop1VRaCWzg-unsplash7527.jpg) PLEASE NOTE- THIS INFORMATION IS AGED- PLEASE REFERENCE UPDATES TO THE LAW NECESSITATED BY CA PROP 19, WHICH BECAME EFFECTIVE ON FEBRUARY 16, 2021, AND SEVERELY LIMITS THE PARENT / CHILD EXCLUSION.Read more . . .
Thursday, August 9, 2018
![](/global_pictures/moren-hsu-VLaKsTkmVhk-unsplash1976.jpg) This week marks the first week of school for many families. While the kids are at school, we continue to discuss financial planning in Part 2 of our Back-to-School Checklist. Keep your preparation-game strong by using these planning tools!Read more . . .
Thursday, June 14, 2018
![](/global_pictures/bruno-aguirre-uLMEcr1O-1I-unsplash7712.jpg) Beverly Nelson with StandUpForCaregivers.org, discusses the conversations in life that are just plain difficult - talking with your loved one about end-of-life arrangements. It’s a topic you’d rather put off until later, but you don’t know what the future holds. You can, however, make sure your loved one has a plan in place for when their Golden Years quietly come to a close. Read more . . .
Tuesday, May 22, 2018
![](/global_pictures/vincentas-liskauskas-ErMkvcFla74-unsplash2792.jpg) For this week, we are diving into the realm of entertainment, sharing some celebrity estate planning horror stories!Read more . . .
Monday, May 7, 2018
![](/global_pictures/brett-andrei-martin-noWYMwCDAw8-unsplash5327.jpg) Are you and your significant other considering a prenuptial, postnuptial or cohabitation agreement? If so, this week's blog gives a quick and informative look into these three types of agreements! Read more . . .
Wednesday, April 25, 2018
![](/global_pictures/nubelson-fernandes-Xx4i6wg6HEg-unsplash6815.jpg) Entrepreneurs are especially vulnerable to career burnout. Combat this career killer by following these techniques!Read more . . .
Wednesday, March 28, 2018
![](/global_pictures/patricia-prudente-6UyWK8mDcWo-unsplash6619.jpg) Some common questions to consider, whether you're new to estate planning or have a comprehensive plan in place...Read more . . .
Thursday, March 1, 2018
![](/global_pictures/dominik-lange-VUOiQW4OeLI-unsplash2770.jpg) A cautionary tale about one Nevada family's abuse by a professional guardian, and steps you can take to protect you & your loved ones. Read more . . .
Tuesday, January 2, 2018
![](/global_pictures/fiona-smallwood-6CszxGveP8U-unsplash6696.jpg) Happy 2018! Keep celebrating and carry on! Along with your new year's resolutions, we are going to discuss some savvy organizational tools to help carry you throughout the year!Read more . . .
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