Estate Planning

March 5, 2026
Estate Plan Review
March 5, 2026
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When Was the Last Time You Looked at Your Estate Plan? It Might Be Time.

Here’s a scenario that plays out more often than you’d think: A woman divorces in 2019. She updates her will, changes the title on her house — and feels like her affairs are in order. What she doesn’t update is the beneficiary designation on her $400,000 IRA. When she passes […]
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February 26, 2026
Wills vs. Trusts in California: What You Don’t Know Could Cost Your Family Everything
February 26, 2026
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Wills vs. Trusts in California: What You Don’t Know Could Cost Your Family Everything

A grieving family sits around a kitchen table, not talking about memories or comfort — but bracing for a probate process that will drag on for a year or more, eat up thousands of dollars in court fees, and expose their loved one’s private financial affairs to the public record. […]
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February 23, 2026
Why LGBTQ Individuals Can't Afford to Wait on Estate Planning
February 23, 2026
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Why LGBTQ Individuals Can’t Afford to Wait on Estate Planning

Imagine this: Your partner of 15 years is rushed to the hospital. You race to the emergency room, heart pounding — only to be turned away from their bedside because, in the eyes of the law, you’re a stranger. Their estranged family, people they haven’t spoken to in years, suddenly […]
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February 12, 2026
Why LGBTQ Individuals Can't Afford to Wait on Estate Planning
February 12, 2026
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When Should Canadians Who Own Property in the United States Consider Dual Wills

More Canadians than ever own vacation homes, rental properties, and investment real estate in California and across the United States. If you are a Canadian citizen or resident with US real estate, your estate plan is no longer purely Canadian. You are now dealing with cross border estate planning, US […]
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