Estate Planning Chats: Making the Most of Holiday Gatherings

 Estate Planning Chats: Making the Most of Holiday Gatherings

Thanksgiving: A Season for Family, Gratitude, Pie and… Estate Planning? Yes, you read that right. While Thanksgiving is synonymous with turkey and gratitude, it can also be an ideal time to broach the often-dodged topic of estate planning. When families gather, it creates a rare opportunity fo...

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Secure Your Pet’s Future with a Trust: More Than Just Puppy Love

Secure Your Pet’s Future with a Trust: More Than Just Puppy Love

Hey there, pet lovers! You’ve got the chew toys, the gourmet pet food, and even a pet cam to spy on—err, check in on—your furry friend while you’re away. But have you ever stopped to think about what would happen to your pet if you couldn’t be there for them? You probably already know the [&he...

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Top Excuses For Putting Off Estate Planning

I hear a lot of excuses why people are not ready to prepare an estate plan.  I even used some of these myself. I thought I would share the ones I hear most frequently. Seeing a lawyer is intimidating Lawyers can be intimidating, plus as a general profession, lawyers do not have the greatest reputati...

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Is An Estate Plan the Perfect Holiday Gift?

What would you think if you received an estate plan as a gift? Would you be pleased? Or freaked out? I’m an estate planning attorney, so I may be a bit biased, but I think it is a great gift. Here’s why. Intestate Succession – California (or Your State)’s Plan for You Did you know […]

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