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How Do I Stop Heirs from Foolishly Wasting Inheritance?

August 3, 2021
One of the biggest concerns a trust creator might have is that the beneficiary would squander their inheritance or that the beneficiary’s creditor would attach the inheritance to cover the beneficiary’s debt.
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Here’s Why You Need an Estate Plan

July 31, 2021
No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.
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Can You Believe Aging Parents Grow Stubborn and They Know It?

August 2, 2021
Aging parents grow stubborn, and researchers are uncovering the reasons why.
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Will I Live Longer, if I Babysit the Grandchildren?

Looking for an extra incentive to spend some quality time with your grandchildren? Try telling their parents that it could extend your life.
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Managing living trusts

November 8, 2021
Many high-net-worth people in California utilize trusts as part of their estate plans. One of the most popular ways of doing this is with a living trust. A living trust is designed to hold assets for your benefit as long as you’re alive. Upon your passing, the assets are meant to pass on to your designated beneficiaries.
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How does POA work in California?

November 8, 2021
One person may choose to give someone else the legal authority to act on his or her behalf. In California and other states, signing a legal contract known as a power of attorney awards “attorney-in-fact” authority.
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An irrevocable life insurance trust may help reduce estate taxes

November 8, 2021
Life insurance is a part of any good estate planning. An irrevocable life insurance trust, or ILIT, allows the owner and beneficiary to retain control of certain assets during a lifetime. However, estate taxation may occur after death. An ILIT plan may help someone with a large income reduce their estate taxes.
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Could charitable planning help lower tax burdens?

November 8, 2021
When writing a will, a testator may intend to provide for loved ones by leaving them substantial assets. Friends, relatives and business associates commonly receive assets when a will enters probate in California. Other entities like charities could receive funds from an estate.
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Estate taxes and whether they’ll affect you

November 8, 2021
It’s true that estate taxes aren’t likely to be detrimental and in most cases are never levied. Some estate owners, however, have special assets that need special protection. In California, all asset classes within your estate are taxable based on the criteria you meet.
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Preserving wealth by planning an estate

November 8, 2021
Estate planning, though oftentimes seen as strictly for preparing for one’s death, is also a wealth builder. Your current assets can be put into an estate that has tax protections, for example. In some cases, the capital gains you earn on your investments never get taxed in California.
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12636 High Bluff Dr., Ste. 400
San Diego, CA 92130-2071

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