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Apr 27, 20171 min read
The Trumps and Trusts
Trusts are not often a subject of much public discussion. They are important to estate planners, but as a matter of pressing national...
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Apr 26, 20172 min read
The Mars Problem
One of the basic facts of human existence is that throughout our lives, our cells continuously divide. Some cells die, but the division...
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Apr 19, 20172 min read
Does my debt go away at my death?
There is a common belief that any debt a person has, dies with him or her. In a sense that is true, but it is also false depending on the...
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Apr 14, 20171 min read
A Good Time to Get an Estate Plan in Torrance CA
Every year at about this time, Americans breathe a big sigh of relief when they seal their tax returns and send them off to the IRS or...
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Apr 13, 20171 min read
The Core of Estate Planning in Torrance CA
Estate planning can be and do many different things. It can provide for the care of minor children. It can be a way to let people know...
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Apr 6, 20171 min read
What Estate Planning Really Is
Estate planning is often thought of in cold or detached legal and financial terms. It is a way to decide who will get your assets, after...
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Apr 3, 20171 min read
The Aging Wealthy are Making Plans in Torrance CA
Over the past few years, you may have heard reports about income and wealth inequality in the U.S. Economic data shows that the country's...
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Mar 31, 20171 min read
A Common Estate Planning Myth in Torrance CA
Not everyone is wealthy. Not everyone has billions, or even millions, of dollars that need to be divided up between their relatives after...
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Mar 29, 20172 min read
Millennials Also Need Estate Plans in Torrance CA
Whatever field you are in, you have undoubtedly heard a lot of talk about how it relates to the Millennial generation. No one hears about...
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Mar 27, 20171 min read
IRS Audits Target the Wealthy in Torrance CA
It used to be that the IRS was actually more likely to target middle class taxpayers for an audit than wealthy people. It is more...
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Mar 24, 20171 min read
Everyone Needs a living trust in Torrance CA
You may have heard that not everyone needs a living trust. It is a common thought considering that the majority of American adults do not...
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Mar 23, 20171 min read
58% of Americans do not have wills
The estate planning news has recently been full of stories about a new survey that showed that 58% of American adults do not have wills....
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Mar 17, 20172 min read
Leaving an Inheritance for Your Spouse in Torrance CA
Unless you and your spouse have a valid legal agreement otherwise, you will not be able to disinherit him or her in all but the most...
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Mar 9, 20171 min read
Be Careful With I Love You Wills in Torrance CA
You have probably heard of the term "simple will." It normally refers to a will made by a married person that leaves his or her entire...
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Feb 28, 20171 min read
Why Families Fight in Torrance CA
Most of the time, litigation over an estate pits family members against family members. If there is a large sum of money involved, people...
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Feb 24, 20171 min read
Little Things can Be Costly in Torrance CA
Improperly doing the little things in estate planning, often end up costing families the most money. Talk about estate planning mistakes...
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Feb 23, 20171 min read
Even Young People Need to Prepare for Death in Torrance CA
When you are young and healthy, it is not common to think a lot about your own death. You would be correct to assume that you will not...
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Feb 22, 20171 min read
Gifting to Children Can Be Done Incorrectly in Torrance CA
Most parents like doing nothing more than helping their children when they can and when the children deserve the help. Parents often...
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Feb 21, 20171 min read
Have You Really Talked to Your Children About Your Finances?
Estate plans often have many complicated pieces, since they reflect the complicated nature of people's finances. Those who are not...
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Feb 20, 20172 min read
Advice on Personal Items in Torrance CA
You may not realize it, but many of the personal items you have around the house have a special meaning to your adult children. Some...
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