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Estate Planning.

Quarter 1 Synopsis

April 23rd, 2019

There have been many developments in the economy as of late. Not just domestically but abroad as well.  The yield curve drama, the complications with the Brexit and the European Union, and many other dramatic events in the political domain. This first fiscal quarter of the new year has been interesting to say the least.  […]

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Five Simple Reasons To Avoid Probate

August 15th, 2018

The probate process can be lengthy, intense and sometimes very frustrating. That’s why many financial advisors advise their clients against having their estates go through probate. While the average American may have experienced a typical court hearing, few have seen or undergone a probate proceeding. Probate is a process by which the will of a […]

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Top 4 Reasons To Avoid Probate

November 14th, 2017

Many people have been told to avoid probate. But what exactly does that mean? And how do you keep your heirs from having to go through probate? Probate is a legal process for transferring assets to the heirs. According to LegalZoom, probate costs American families about $2 billion a year (more than $1 billion of […]

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3 Ways to Avoid Probate in the Golden State

October 30th, 2017

Setting up an estate plan ensures that your wishes are followed and that your heirs are taken care of after your passing. Save your family from hassle and unnecessary legal fees by taking steps to protect your estate. Unless you’re an attorney, there’s nothing good about probate. Briefly, probate is a legal process where the […]

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Social Security Filing Options: How You Can Maximize Your Benefits

August 23rd, 2017

Social Security Filing Options: How You Can Maximize Your Benefits There are many things in life that should be simple. For example, receiving what you worked for. Although it shouldn’t be, the social security filing process is complicated. In 2015 Congress made some changes to social security laws to cover some of the loopholes in […]

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Why You Need A Living Trust

April 5th, 2017

(Living Trusts are a crucial piece of a successful estate, allowing you to have far more control over your assets than a simple will.) A revocable living trust allows you to save time and money by avoiding probate, but the benefits don’t end there. Prevent Court Challenges A contested will can derail your final wishes, […]

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Hanging On, But For How Long?

January 22nd, 2016

The economy is frightening on a nationwide and global scale. So far 2016 has not been very fiscally promising, and unfortunately there is not much light showing at the end of this tunnel. There are a multitude of problems effecting the global economy, such as the crash of China’s market and the end of the […]

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Why are Wills a Rip-Off?

July 7th, 2014

  Have you ever tried to get a will or a trust from a stationary store to try and save money? Or maybe you know someone who has. If you have, what you probably found was the difficulty of trying to decipher the legal language. What you also probably didn’t know is that most of […]

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How much does Probate cost?

June 4th, 2014

The typical cost of probate is between 3-10% of the gross value of the estate. It could cost much more and take even longer in some circumstances. Costs include appraisal fees, court costs, a surety bond, legal fees, accounting fees and a personal representative (executor) fees. In California there’s a scale of statutory attorney’s fees: […]

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How long does Probate take?

June 4th, 2014

The time it takes to probate an estate varies depending on how complicated the estate is. Things that could complicate an estate include: • Whether or not the deceased left things in order or not. If the decedent left a mess of papers, receipts, bills, tax returns and the like; it could take months just […]

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