Estate and inheritance taxes have long been a complex and ever-evolving aspect of financial planning. What might have been a sound strategy one year may…
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Probate in California can be avoided if you have the right strategy in place with the use of a revocable living trust, saving you money…
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It may be awkward to discuss your wealth with your children. Talking about how much money or property you have is usually viewed as taboo. …
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You should check your estate planning documents every so often, to make sure they’re still good, especially with big life changes like births, marriages, divorces,…
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Scammers have zero remorse for elder financial exploitation. They take advantage of people’s good intentions who believe they are donating to help those in need….
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Estate planning is a topic often associated with drafting wills, but it’s much more than that. While a will is a crucial element of any…
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Retirement planning is becoming a more urgent matter for Gen Xers (born between 1965 – 1980) as they enter their 40s, 50s, and 60s. There…
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When it comes to estate planning, life’s changes can sometimes lead to questions about the validity of your plans. One common situation that raises concerns…
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Almost everyone dreams of retiring one day. Planning for retirement can be done no matter your age, but experts encourage people to start as early…
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In an era where medical advances and improved living conditions have led to longer lifespans, the aging population faces a new challenge – soaring caregiving…
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