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Insights, Explanations, and Resources

An attorney and client reviewing trust options together during a consultation.

What Are The Different Types Of Trusts?

Trusts are valuable estate planning tools that offer numerous potential benefits, such as avoiding probate, reducing taxes, protecting assets, and ensuring that beneficiaries can inherit assets with minimal…

Can A Small Estate Avoid Probate?

Probate is the process by which an individual’s estate is administered after their death in California. The probate process involves submitting the decedent’s Last Will and Testament to…
A woman reviewing her Will with an estate planning attorney.

Do You Have a Legally Valid Will?

When an individual passes away in California, a probate court determines whether their Last Will and Testament is valid. This process protects decedents’ estates and their designated beneficiaries…
Two people in business attire, signing trust documents.

How Do Trusts Reduce Taxes?

Individuals often establish trusts to help reduce or eliminate taxes so that their loved ones receive as much of the original estate as possible. Learning about the tax…
An estate planning attorney advising a couple on their life insurance trust options.

What Is A Life Insurance Trust?

What Is an Irrevocable Life Insurance Trust? One helpful estate planning tool is an irrevocable life insurance trust, which offers several benefits, such as protecting beneficiaries from paying…
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