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January 11, 2023 New California law limits Conservatorships after Britney Spears saga
Category: Conservatorship
December 12, 2022 Recap of Important 2022 Estate Planning Issues
Category: Estate Planning
November 10, 2022 What Does a Trustee do After the Settlor Dies
Category: Estate Planning
October 18, 2022 Why You Need a Conservatorship: Critical Factors
Category: Conservatorship
September 01, 2022 Title, Financing, Taxation and Risk Assessment for Inherited Real Estate
Category: Estate Planning
August 17, 2022 Estate Planning for Commercial Real Estate
Category: Estate Planning
July 15, 2022 Estate Planning for Residential Real Estate
Category: Estate Planning
June 21, 2022 Unequal Distribution of Your Estate
Category: Estate Planning
June 09, 2022 Unequal Distribution of Your Estate – Considerations, Calamities and Sound Structures
Category: Estate Planning, Family Law
May 09, 2022 Key Steps in Asset Distribution
Category: Estate Planning, Family
April 08, 2022 Four Key Tax Issues that Impact Estate Planning
Category: Estate Planning, Taxes
March 09, 2022 The Advanced Health Care Directive
Category: COVID-19
February 15, 2022 Taking Care of Grandchildren through Your Estate
Category: Estate Planning
January 26, 2022 The Importance of a Family Meeting in Managing an Estate
Category: Estate Planning
January 11, 2022 Now's the time to get your "Comprehensive Estate Plan" done!
Category: Estate Planning
December 08, 2021 The Essential End-of-Year Estate Plan Checklist
Category: Estate Planning
November 10, 2021 Limited Conservatorships and Special Needs Trusts
Category: Conservatorship
November 04, 2021 The Britney Spears conservatorship: How it applies to everyday people!
Category: Conservatorship
October 25, 2021 Webinar: "Estate Planning - Secure Your Legacy"
Category: Estate Planning
October 06, 2021 The "Scary" Facts About Probate in California
Category: Estate Planning, Probate
September 09, 2021 Estate planning for beneficiaries with addictions
August 05, 2021 The Importance of a "Family Meeting" in Managing Your Estate
Category: Estate Planning
July 20, 2021 5 Things You Must Know About Estate Planning at Any Age
Category: Estate Planning
July 07, 2021 The Dangers of Undue Influence in Trusts and Probate
June 09, 2021 Why is Funding a Trust Important?
Category: Estate Planning, Trust Fund
May 10, 2021 Estate Planning for Blended Families
Category: Estate Planning
April 07, 2021 10 of the Most Common Estate Planning Mistakes
Category: Estate Planning
March 03, 2021 Strategies to Help you Survive Tax Season: Maximizing Your Estate
February 08, 2021 Pre- and Post-Marital Agreements: Key Considerations
January 11, 2021 How California's new "Proposition 19″ may impact your Estate Planning
Category: Estate Planning
December 02, 2020 "Wrap" Up Your Affairs: 2020 Year-End Estate Plan Review
Category: Estate Planning
November 16, 2020 Why Have a Trust Protector?
October 30, 2020 Breach of Fiduciary Duty: What Every Beneficiary/Trustee Needs to Know
Category: Fiduciary Duty
September 02, 2020 Special Needs Trusts: What Every Parent or Guardian Must Know
August 05, 2020 Why Financial Elder Abuse is a Rising Crime - And What You Can Do About It
Category: Elder Abuse
July 01, 2020 The SECURE Act: Estate Planning for Inherited IRAs
Category: Estate Planning
July 01, 2020 Liability & Title Insurance and Your Living Trust
Category: Living Trust
May 11, 2020 Estate Planning: Recent Engagements During COVID-19
Category: Estate Planning
November 01, 2019 Probate Process in California
September 04, 2019 Estate Planning – Before and After
July 01, 2019 Duties of a Trustee
June 01, 2019 Contesting a Will
March 04, 2019 Conservatorships in California
January 01, 2019 Transfer on Death (TOD) Deeds
October 01, 2018 The Role of a Trustee
August 04, 2018 The Importance of Funding a Trust
May 01, 2018 The Benefits of Estate Planning
March 01, 2018 The Basics of Trust Administration
January 20, 2018 Rights of a Beneficiary
Category: Estate Planning
February 15, 2017 Premarital Agreements - Before and After
Category: Estate Planning, Family, Financial Planning
January 10, 2017 Trust Litigation and When It Is Necessary
Category: Trust Administration
June 20, 2016 It's Wedding Season: Looking Beyond the Honeymoon...
Category: Estate Planning, Family, Taxes, Wills
January 31, 2016 New Year, New Goals for Estate Planning
Category: Conservatorship, Estate Planning, Family, Guardianship
September 16, 2015 Back to School: Understanding Basics of Estate Planning for Minor Children
Category: Estate Planning, Family, Guardianship
November 26, 2012 End-Of-Year Giving Checklist
Category: Estate Planning, Healthcare, Taxes
May 25, 2017 When a Professional Fiduciary is Advisable and Why
Category: Estate Planning, Financial Planning
August 19, 2016 Conservatorships Defined
Category: Conservatorship, Directives, Estate Planning, Family, Wills
July 25, 2016 Financial Planning for your Estate Plan
Category: Estate Planning, Family, Family Law, Financial Planning, Long-Term Care, Wills
March 30, 2016 Estate Planning Mistakes to Avoid
Category: Wills
December 16, 2015 'Wrap' up Your Affairs: The Year-End Estate Plan Checklist
Category: Directives, Estate Planning, Family
November 24, 2015 Estate Planning for the future of a Blended Family
Category: Estate Planning, Family
October 30, 2015 Facts About Probate in California
Category: Estate Planning
March 27, 2015 March Madness: Strategies to Help you Survive Tax Season- Maximizing Your Estate.
Category: Estate Planning, Family, Taxes
February 25, 2015 Estate Planning is the ULTIMATE Expression of Love!
Category: Estate Planning, Family
January 13, 2015 New Year Business Checklist! Set the Stage for Success in 2015.
Category: Business Law, Small Business, Taxes
November 14, 2014 You're NOT too young to plan NOW for long-term care.
Category: Estate Planning, Family, Long-Term Care
October 30, 2014 Is Your House in Order? Seven things to do before things fall apart.
Category: Business Law, Estate Planning, Family, Guardianship, Healthcare, Small Business
August 12, 2014 What "The Brady Bunch" Didn't Talk About
Category: Estate Planning, Family, Family Law
May 27, 2014 Important Information about Guardianships
Category: Guardianship
March 18, 2014 Tax Tips to Get the Most for your Return: A Secure Estate Plan
Category: Estate Planning, Family, Taxes
January 30, 2014 Estate Planning Checklist for the New Year
Category: Estate Planning, Family, Healthcare, Long-Term Care
December 16, 2013 End of Year Giving & Tax Update
Category: Estate Planning, Family, Taxes
November 25, 2013 Child Custody: Parenting Plans
Category: Family Law
September 06, 2013 September 16, 2013 - What this Date Means for Same-Sex Marriages
Category: Estate Planning, Family, Government, Taxes
July 20, 2013 Estate & Income Tax Planning After the D.O.M.A. Ruling
Category: Estate Planning, Family, Government, Healthcare, Taxes
May 08, 2013 The Importance of Estate Planning for Blended Families
Category: Estate Planning, Family, Taxes
March 21, 2013 Congress Makes a Final Decision....Sort of!
Category: Estate Planning, Government, Taxes
January 02, 2013 The American Taxpayer Relief Act...What does it all mean?
Category: Estate Planning, Government, Small Business, Taxes
October 23, 2012 Will the Election affect the Estate & Gift Tax Laws?
Category: Estate Planning, Government
July 12, 2012 How to Avoid Conservatorship
Category: Conservatorship, Estate Planning, Long-Term Care
June 29, 2012 Supreme Court Decision on Healthcare
Category: Healthcare

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