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Spring Cleaning for Your Life: Why Your Estate Plan May Need a Refresh in 2025: The Top 5 Things to Spring Clean in Your Estate Plan

Spring Cleaning for Your Life: Why Your Estate Plan May Need a Refresh in 2025: The Top 5 Things to Spring Clean in Your Estate Plan

As you begin to declutter your garage, empty out your closets of old clothes from a decade ago, and freshen up your home this Spring, it may be the perfect time to do a little “life cleaning” to ensure your life planning documents are in order, up to date, and have reflected any life events in the past few years.…

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Five Milestones for Young Adults That Reveal a Need for an Estate Plan

Five Milestones for Young Adults That Reveal a Need for an Estate Plan

As young adults embark on the journey toward independence, many significant milestones exist to celebrate. From securing your first job to getting married or purchasing a home, each milestone presents new opportunities and responsibilities. While estate planning might seem reserved for older individuals, it is a crucial step to take as soon as you reach certain key milestones. Below are…

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How to Protect Separate Property in Estate Planning

How to Protect Separate Property in Estate Planning

How to Protect Separate Property in Estate Planning Estate planning in California can be complex, significantly when differentiating between separate and community property. This distinction is crucial for ensuring your assets are distributed according to your wishes. In this blog post, we’ll focus on individual property, what it entails, how it is handled in California estate planning, and the steps…

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The Importance of a Revocable Living Trust for the Sandwich Generation

The Importance of a Revocable Living Trust for the Sandwich Generation

The Importance of a Revocable Living Trust for the Sandwich Generation Financial planning can feel like a never-ending balancing act for members of the Sandwich Generation—those simultaneously caring for aging parents and supporting their children. This dual role can be incredibly demanding, both emotionally and financially. Financial resources can be stretched thin between paying for their children’s education, managing household…

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