Reasons why Women need an estate plan
March 17, 2021
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It’s been my experience that wives often drive the creation and maintenance of estate plans for their families. There have been times, however, when the woman did not actively participate in the estate planning process despite owning at least 50% of the estate. It’s important to note that women who don’t speak up about estate…

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Don’t worry, let my kids figure out my estate when I’m gone
February 26, 2021
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I’ve talked about estate planning with a lot of people.  Every once and a while I hear something like: “Let my kids sort it out when I’m gone”. When I hear that, I jokingly tell the person “I hope I get your probate work!”. Most people think they will live a long life, then the…

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Don’t go on vacation without this!
February 18, 2021
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Every spring I see an increase in younger families coming in to do their estate plan. It’s typically driven by the desire to protect themselves if something happens during their summer vacation. Here are the top 3 concerns parents have shared with me over the years. Who will care for my children?California courts give great weight to…

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