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A recent article in an online California publication is quite instructive -- even eye-opening -- regarding the need for any estate planner to periodically revisit material points in planning documents and, if necessary, make adjustments to conform with present...
Seemingly, a 75% success rate qualifies as a win in many of life's endeavors.That's certainly not the case, though, as regards the attempts of an individual or family members to gather relevant information on funeral costs. Most people in California and across the...
Some things in life remain constant.The sun rises each day. The seasons change. And families continue to fight over estates.That latter declaration is the lead in a recent wealth-focused article in a national publication chronicling some of the more prominent family...
Now that your children are adults, you might expect that they would be able to handle dividing up your things and taking care of your final arrangements without a lot of conflict. This might not be the case, even if your adult children get along. Money and assets are...
A writer and advocate for the elderly notes what he describes as a stark dichotomy regarding the financial outlays made by legions of families across the United States for different purposes.Those dual purposes: child-rearing up to the age of 17 and providing care for...
Some figures baffle.Like the speed of light. Like the age and size of the universe. And like estimates pegging the personal fortunes of America's richest families.Consider this imagery relevant to the storied Vanderbilt family for a moment: a pile of money equaling...
"You own this." Those words might sound frightening to a would-be California estate planner, but they are actually meant to promote a feeling of empowerment rather than intimidation. It is no secret that legions of...
Many remarrying California individuals fail to timely consider and update existing estate plans to reflect new realities.Don't be one of them. Many remarrying California individuals fail to timely consider and update existing estate plans to reflect new...
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