Estate planning helps you prepare for illness or disability and leave your loved ones the legacy they deserve. Browse our helpful and free article library to find information on essential estate planning documents, planning for blended families, mistakes to avoid, when to update your plan, and more.
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OCEAN AVENUE LLC v. COUNTY OF LOS ANGELES
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Property Tax Planning For the Real Estate Investor After California Proposition 19
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Estate Planning for ParentsThe majority of American's die today with no Will, Trust or estate plan whatsoever. An 'estate plan' should include at least a Will and durable powers of attorney for both financial purposes and an Advance Health Care Directive.
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The Private Retirement Plan Is a Unique Asset Protection Alternative for Business OwnersPrivate Retirement Plans are a flexible way to obtain greater asset protection under California law for valuable assets. Our estate planning attorney explains.
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Will You Outlive Your Retirement Funds? Here's a Possible SolutionIf you are worried about outliving your retirement savings, you should consider a Qualifying Longevity Annuity Contract. We explain how it works here.
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Is the IRA Inheritance Trust© Right for Your Family?Naming your children as contingent beneficiaries can preserve the ability to avoid a lump sum distribution and qualify for the deferral of income tax.
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Life Insurance TrustsMany clients are surprised to learn that life insurance is generally subject to estate tax. This surprise can be very costly for the surviving family members.
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Estate Planning Considerations in DivorceRead about the careful types of planning you should have before and during a marriage, in the case of a dissolution.
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Getting Married? Should You Consider a Prenuptial Agreement?Prenups are no longer just for wealthy couples. We explain why you might want to consider one if you are getting married in California.
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Laureate Planning - Planning for the High Net Worth ClientGoralka Law Firm (of Sacramento CA) provides sophisticated planning for a variety of high net worth clients.
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Preserve Your Estate with a Living TrustThe absence of a valid estate plan means the state will decide how to distribute your estate, and it may not be the desired heirs.
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Medi-Cal Protection Planning: Asset Protection for SeniorsWhen a person enters a nursing home or skilled nursing facility and cannot pay, then Medi-Cal is usually the source of funds for payment.