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121: What Happens When a Trustee, Executor, or Beneficiary Dies?

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119: Tools and Tips for Preparing an Accounting with Heather Hamilton

If you’re someone who is serving in the role of trustee, executor, conservator, or guardian,…

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117: Estate Planning Lessons: Senator Dianne Feinstein

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114: This Long-Term Housing Solution is Changing the Way Adults with Special Needs Live

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Potential Estate Plan Issues Arising from Bonus Children

Imagine this scenario: your cousin, David, dies without an estate plan here in California. He…

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New California Law: Supported Decision-making

Assembly Bill 1663 went into effect on January 1, 2023 amending the California Welfare and…

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102: Bay Area Housing Market Prices, Trends, and What’s Next for 2023

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All About Taxes with an Estate Planning Flair: Part III

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097: Estate Planning Lessons from the Rich and Famous

• Aging in Place
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• Care Decisions
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• Skilled Nursing Facility

091: How to Support Your Parents Through a Downsizing Move