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Dispelling Estate Planning Myths

There is so much information swirling around online regarding estate planning. Some of it is true. But the other is completely wrong. So, I am here to shed light on the most common estate planning myths.

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Estate Planning Checklist: What to Consider Before You Start

There comes a point in everyone’s life when they start getting serious about planning for the future. A big part of this, for most people, is deciding what should be done with their possessions and assets after they die and figuring out how to best provide for their family. If this is something you’re considering, you should meet with an estate planning attorney to better understand what to consider before you start your estate plan.

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My Parent Remarried. Will the New Spouse Inherit Everything?

The remarriage of a parent can cause mixed emotions. It is possible to be both happy your parent is not alone and still questioning, will my parent’s new spouse inherit everything?

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Probate Terms to Know

If you are thinking about creating an estate plan or if someone has died and you are part of their probate estate, the language may be confusing. It is helpful to have knowledge of some of the basic terminology used in the probate process. I can help. I have the resources, knowledge, and comprehensive skills necessary to guide you through either process with your best interests in mind.

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Common Misconceptions About Probate

When a person dies in California, probate is generally required to administer the decedent's estate, pay debts and taxes, and distribute remaining assets to rightful beneficiaries. However, there are several false assumptions and misleading information surrounding the California probate process. This makes it necessary to always seek proper guidance when navigating probate to avoid costly mistakes.

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Probate vs. Trust Administration

Perhaps one of the most important things we do while we are alive is plan for when we die. However, estate planning is put off by most people for a variety of reasons, none of which matter if they die before they create one.

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Why Work With an Attorney Instead of Using Online Forms?

In this digital age, there is an infinite number of online forms you can use to do all kinds of things. Although forms from the internet may be suitable for your income taxes, applying for a loan, or completing a survey, they leave much to be desired if you are creating an estate plan.

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Why Signing a HIPAA Release Is Important in Estate Planning

There are several estate planning tools that help ensure that you will receive the medical care you want even if you lose the physical or mental capacity to make decisions on your own.

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I’ve Been Appointed Executor. Now What?

Being named the executor in someone's will means that person has entrusted you to settle their final affairs. This massive responsibility has several tasks to complete, including gathering assets, paying off debts, filing estate tax returns, and distributing assets to the appropriate parties.

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Estate Planning Terms to Know

By most estimates, anywhere from 50 to 60% of Americans don’t have a will. Legacy is important and a well-crafted estate plan can address a variety of concerns about what your future holds.

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