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For California residents, a living trust is one of the most effective tools for protecting assets, avoiding court involvement, and ensuring your loved ones are protected and provided for without unnecessary delays. While many people rely on a simple will, a properly drafted living trust offers significant advantages that make it the preferred estate-planning strategy. [...]</...
Since the U.S. Supreme Court legalized same-sex marriage in 2015, couples of all genders now share the same marriage rights under both federal and state law. Thankfully the U.S. Supreme Court just declined to hear a challenge to the 2015 decision legalizing same-sex marriage, so the historic 2015 decision affirming equality remains the law of [...]
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As we get older, planning ahead becomes less about “what if” and more about ensuring peace of mind. One of the most effective ways to do that is through a power of attorney. This document allows someone you trust to step in and manage your financial or legal affairs if you become unable to do so yourself.
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A pour-over will is a simple but essential part of a complete estate plan. It works alongside your trust to make sure any assets you forgot to transfer during your lifetime are still distributed according to your wishes.
The post How a Pour-Over Wi...
En la comunidad Latino, la familia y el hogar son el corazón de todo. Trabajamos duro para construir una vida estable, comprar una casa y ofrecer un futuro mejor a nuestros hijos. Sin embargo, muchos no se dan cuenta que, sin una buena planificación patrimonial —como un testamento o un fideicomiso (living trust)—, todo ese esfuerzo puede complicarse o incluso perderse cuando ...
