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Estate Planning Attorney vs Online Forms

Unfortunately, many Americans do not have a last will and testament in place, the starting point of estate planning. If asked why they haven’t prepared a will yet, some may say they don’t know how to and others may think wills are only for wealthy people.

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Why a HIPAA Release Is an Important Part of Estate Planning

A HIPAA release authorization gives others access to your protected health information, medical documents, and bills. As part of your estate planning, you should complete an authorization for the release of protected health information to a family member or to a trusted friend or associate.

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Dispelling Estate Planning Myths

When people hear the word “estate,” they often imagine homes behind guarded gates and luxury automobiles traveling the state’s highways and byways, and they conclude that the term “estate planning” applies only to those fortunate few.

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Estate Planning: Things to Consider Before You Start

Drafting a detailed estate plan can help prevent possible issues and disputes when settling your final affairs or distributing assets to inheritors after your death. Whether you have a small or large estate, creating an estate plan allows you to plan adequately for life's uncertainties, protect your assets, finances, and investments, help your family members save time and money, and eliminate some stress when you're gone.

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Estate Planning Terms to Know

Settling a decedent’s final affairs and distributing assets without a detailed estate plan can present different challenges. Whether you have a small or large estate or a concise end-of-life care plan, having a properly drafted estate planning document is essential to protect your assets, property, finances, investments, surviving loved ones, and prepare for an uncertain future.

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What Is The Process For An Estate Plan?

Everyone needs an estate plan to protect their property and their loved ones. Contrary to popular belief, you can benefit from having an estate plan even if you do not have significant assets. In fact, individuals should start thinking about crafting an estate plan at an early age.

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Title to Your First Home— More than Just Proof that You Own It!

When buying a first house, you're probably dreaming of the day when they hand over the keys and the title—that little piece of paper that says you are now the very proud owner of your home. But there's more to it than just a statement verifying that you own the property.

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Take Control of Your Life and Your Estate Plan in The Age of Covid-19

The COVID-19 pandemic has taken an emotional and, in some cases, physical toll on all of us. Since the novel coronavirus first appeared in California in January of 2020, California has had more than 3.3 million cases and almost 45,000 deaths.

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CA’s Proposition 19 and How it Changes Property Tax Rules

Proposition 19 changes the rules for property tax assessment transfers and could affect your estate planning. While the law also gives tax breaks to older property owners and provides relief for wildfire victims, the most sweeping changes will affect property taxes for those inheriting property from their parents.

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Approaching Your Parents About Estate Planning - Tackling the Issues and Avoiding Mistakes

Given the challenges of COVID, you may have decided to skip celebrating the holidays with family. As much as you will miss seeing everyone, there may be a twinge of relief if you'll be spared conversations about politics or other fraught topics during dinner.

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