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Home
How We Can Help
Estate Planning
Elder Law
Trust Administration
Probate
Young Adult Emergency Plan
©
Meet Your Team
Meet Your Team
About Us
Testimonials
Resources
Events
Young Adult Emergency Plan
Latest Videos
Estate Planning Blog
Elder Law Blog
Personal Note Blog
Proposition 19 Guide
Estate Planning Checklist
Naming Guardians for Your Kids
How to Plan for Aging Parents
Client Care Memberships
Making a Difference
Schedule a Meeting
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Should You Share Your Estate Planning Details With Loved Ones?
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Can Artificial Intelligence Programs Write Basic Estate Planning Documents?
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How to Pick a Trustee, Executor, and Agent under a Power of Attorney
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Won’t My Spouse and Kids Inherit Everything When I Die?
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Four Things Your Spouse Should Know Before You Die
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Will My Revocable Living Trust Avoid Probate? It Depends.
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Estate Planning: Are Pensions Like Other Retirement Accounts?
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What Real Estate Owners Don’t Know Can Hurt Them
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How to Avoid Scams During the Holiday Season
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Revocable Trust: How to Get More FDIC Coverage
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Apple Legacy Contact: Digital Estate Planning
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California Proposition 19 Passes, Now What?
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The 2020 Ballot Impact on California Property Taxes
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What to Know About Health Insurance When Traveling Abroad
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Recent Posts
When Clients Name You as Trustee or Executor: What Every Advisor Should Know Before Saying Yes
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August 25, 2025
What Happens When Siblings Disagree About “What Mom Would Have Wanted”
August 25, 2025
The 5 Most Common Gaps We See in Existing Estate Plans
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