What Does an Estate Planner Do?
March 6, 2021
When you think of someone dying, you might make some assumptions about the distribution of their wealth to their family and loved ones. At first
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What Is the Difference Between a Will and Estate Planning?
March 5, 2021
Estate planning is one of the most important things you can do for the benefit of your loved ones, making sure they get their rightful
When Should You Do Estate Planning?
February 15, 2021
You have worked hard to achieve the financial status you enjoy today, whether that status qualifies you as one of the Sacramento area’s wealthiest individuals
What Is Trust Litigation?
February 15, 2021
If you are like most people entering the latter years of your life, you feel a genuine responsibility to not only look after your loved
What Happens When the Game Stops? Protect Your Stock and Cryptocurrency Gains Through Proper Estate Planning
January 29, 2021
GameStop stock is currently the subject of a massive trading war between Wall Street Hedge Fund managers – who shorted the stock – and a
Avoid These DIY Estate Planning Mistakes
January 1, 2021
With all of our lives upended by the global COVID-19 pandemic, many people that delayed planning their estate are rushing to make long-overdue decisions about
Why It Is Necessary to Include Digital Assets in Estate Planning
January 1, 2021
While many people emphasize physical assets like property or treasured family heirlooms when planning their estate, the extensive reach of technology in our daily lives
Essential Estate Planning Guide for Entrepreneurs
November 3, 2020
Entrepreneurship is as challenging as it is rewarding, and an entrepreneur has countless things to consider during any given day. However, one thing that can
How to Avoid Devastating Estate Planning Mistakes
October 8, 2020
Estate planning is a complex process that typically requires consistent attention over time. You must not only put your end-of-life plans and preferences into a
Your Time Is Valuable: Let’s Get a Jump Start on the Estate Planning Process
May 15, 2020
Time seems to be the one thing we just can’t get enough of. This is especially true if you are one of our nurses or
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