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Blog Posts in 2016

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  • Conservatorships Defined
    Conservatorships Defined

    In California courts, a conservatorship is ordered when a court finds a person is no longer able to properly care for and make decisions for his or herself. Dependent upon the care needed, the court ...

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  • Financial Planning for your Estate Plan
    Financial Planning for your Estate Plan

    You have an Estate Plan, now what? Congratulations! You have taken the steps to create an Estate Plan . You’ve documented your wishes on what to do with your assets, who they will go to, and when they ...

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  • It's Wedding Season: Looking Beyond the Honeymoon...
    It's Wedding Season: Looking Beyond the Honeymoon...

    It’s Wedding Season! Looking Beyond the Honeymoon… Wedding season is in the air! Wedding planners around the world are helping families plan every detail! Choosing the food, flowers and which ...

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  • Estate Planning Mistakes to Avoid
    Estate Planning Mistakes to Avoid

    Avoiding the Trap of Wealth to Poverty Let’s talk about your estate plan. First, do you have one? Second, if you have planning documents in place, have you reviewed them lately? If you’ve answered ...

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  • New Year, New Goals for Estate Planning
    New Year, New Goals for Estate Planning

    Your Family Matters Happy New Year! We hope that your holidays were joyful and that you took some time to rest and recharge with family and friends because 2016 is off to a running start! It’s time to ...

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