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When selecting an individual to act as an executor or an administrator of your estate, many people in California ask a family member or a close, trusted friend to do the job. However, for some people, this choice is not possible or practical. Consider these attributes...
California residents with estate plans in place enjoy peace of mind because they know that difficult end-of-life matters have been addressed, but they should not become complacent. An estate plan reflects an individual’s circumstances, and it should be revisited, and...
In California, estate planning is essential to ensure the financial well-being of yourself and your loved ones. However, many older Americans lack a will or other estate plan. The following insights provide an understanding of some perennial causes and a new trend...
Planned giving allows California residents to support the charities they care about long after they’re gone. Planned giving is a fundamental part of estate planning for many philanthropists. Even if you didn’t donate much during your lifetime, planned giving is the...