Finances

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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,…

• Beneficiaries
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Rossmoor Presentation: Documents Everyone 55 & Up Should Have Completed

• Celebrity Estates
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097: Estate Planning Lessons from the Rich and Famous

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

• Asset Protection
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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…

• Aging in Place
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Significant Changes Coming to Medi-Cal

The Aged and Disabled Medi-Cal program pays for long-term care in a skilled nursing facility…

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Tips to Avoid Scammers and the Facts About Government Agencies

There has been an increase in scams involving people impersonating the government. Scammers say they…