Three Dangers About Making Your Own Estate Plan
Can I make my own estate plan? Here’s the short answer, don’t do it. This is a common question, and while it is possible to make…
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The HJTA Responds to Prop 19 with an Initiative to Repeal the Death Tax
Many Californians are already feeling the effects of newly passed Proposition 19, also entitled the “Home Protection for Seniors, Severely Disabled, Families, and Victims of…
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Life Insurance Is an Important Part of Your Estate Plan
Initially, it may seem as though life insurance does not have much impact on your estate plan. However, life insurance can be an integral, indispensably…
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Almost Everyone Has a Digital Footprint – Do you have a Plan?
In today’s world, there are very few individuals without a digital footprint anymore. From social networks like Facebook, Linkedin, Instagram, Twitch.tv and Twitter, blogs and…
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A Solution For Financial Literacy & Wealth
Financial literacy does not require a unique set of skills, specialized knowledge, or even excessive risks. You can choose a path that can, over time,…
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How Do You Prepare For the Next Pandemic in Your Estate Planning?
The disease-causing the 2019 novel coronavirus outbreak got its name on February 11, 2020, by the World Health Organization (WHO). The coronavirus disease 2019 shortly…
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5 Tips to Rethinking Your Retirement Plans
If you’re relying on a 401(k) or and IRA plan for your retirement, Kiplinger.com is suggesting it is time to rethink your financial retirement portfolio….
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Retirement Planning for Gen X
There are many things to consider in regard to retirement for Generation X as they enter their 40’s and 50’s. It’s advisable to look at…
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Do You Know How a Certified Specialist in Estate Planning, Trust and Probate Law Can Help You?
A Certified Specialist in Estate Planning, Trust and Probate Law that focuses on elder law can help you and your family plan for the future….
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How Turning 18 Means It is Time for an Estate Plan
In most states, when your child turns 18, it might be hard to imagine that little child who once needed you for everything has now…
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