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Common Estate Planning Myths DEBUNKED

An estate plan, which has a revocable living trust as its centerpiece, will dictate how your property will be distributed, who will care for your children and/or your pets, and most importantly, who will make financial and medical decisions in the event you become...

Top 5 Tips for Trustees

Before you start reading, here are some definitions to help you understand your role. A trust is a legal contract created by a trust maker. You, the trustee, are overseeing and properly managing  the assets in the trust. The assets in the trust are then given to...

CalABLE is Coming Soon – by, Danielle Al-Abed

For many disabled Americans, maintaining eligibility for public benefits and saving for long-term financial security are mutually exclusive. The ABLE act will change this for Californians. Under current policy, if an individual’s personal assets exceed a total of...

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