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Estate Planning and Capacity: Common Conditions that Can Mimic Dementia

When completing any estate planning, including a trust, will, power of attorney, or health care…

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089: Why Your Family Might Need Lifestyle Insurance and the Latest Opportunity Benefits

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088: Incapacity Failures: Plan Ahead So Your Plan Works for You

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New Duties for Successor Trustees When Settlor is Incapacitated

Effective January 1, 2022, California Probate Code Sections 15800 and 16069 are amended by Assembly…

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Tips: How to Avoid Running Out of Money When Inflation Strikes

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087: Driving Assessment for Seniors: Don’t Wait Until It’s Too Late

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Kirsten Howe Interview on Fading Memories Podcast Blog: What Every Trustee & Beneficiary Needs to Know

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086: Trust Failures: Don’t Let This Happen to You! (Continued!!)

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Why Do I Have to File a Probate if My Family Member Had a Trust?

In California, owning assets in a revocable trust enables your family to avoid probate, a…

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085: Estate Planning Changes Late in Life: Is it Real or is it Elder Abuse?