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Using Trusts to Avoid Probate
When it comes to planning the distribution of your assets after you pass away, avoiding probate is vital. The probate process in...
Anna Jerden, Esq.
Apr 76 min read
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Which Trust is Right for You: Understanding the Differences Between Separate Trusts and Joint Trusts
When planning your estate, the type of trust you choose can have a huge impact on how your assets are managed and passed on after you are...
Anna Jerden, Esq.
Mar 189 min read
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10 Essential Steps to Safeguard Your Digital Assets in Your Estate Plan
In our fast-paced digital world, managing digital assets is just as crucial as protecting physical belongings. Since virtually everyone...
Anna Jerden, Esq.
Mar 173 min read
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What to Expect When Inheriting Someone's IRA
Inheriting an Individual Retirement Account (IRA) can be both a blessing and a challenge. The process comes with important financial...
Anna Jerden, Esq.
Mar 34 min read
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What Happens if You Inherit a Timeshare You Don't Want?
Inheriting property can stir up a whirlwind of emotions. The situation takes a unique turn when that property is a timeshare you find...
Anna Jerden, Esq.
Feb 275 min read
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Trust and Succession Planning for Small Business Owners
In the fast-paced world of small businesses, ensuring a smooth transition of ownership and management is crucial for long-term success....
Anna Jerden, Esq.
Feb 264 min read
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Crafting Your Path to a Lasting Legacy: Your Guide to Estate Planning for Blended Families
Navigating estate planning can be particularly challenging for blended families. With multiple relationships and differing sets of...
Anna Jerden, Esq.
Feb 214 min read
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How to Start the Estate Planning Conversation with Your Aging Parents
Younger generations can encourage their aging parents to start the estate planning conversation. Discussing estate planning can feel...
Anna Jerden, Esq.
Feb 174 min read
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Revocable Living Trusts: What is a Trustee and What Do They Do?
A warm moment shared between a father and his adult son, highlighting the trust and responsibility often seen in family trustee roles....
Anna Jerden, Esq.
Feb 134 min read
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The California Homestead Exemption
The California Homestead Exemption is a valuable legal protection designed to help homeowners safeguard their primary residence from...
Anna Jerden, Esq.
Feb 44 min read
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The Secret Weapon of Estate Planning: Unleashing the Power of Durable Power of Attorney
In estate planning, the durable power of attorney (DPOA) is often a hidden gem. This critical legal document can bring peace of mind and...
Anna Jerden, Esq.
Jan 316 min read
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Should You Trust Yourself? The Unknown Risks of DIY Estate Planning
Planning for the future is critical in ensuring your assets are distributed according to your wishes. For many, the process of creating...
Anna Jerden, Esq.
Jan 295 min read
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Unraveling the Mystery: How Does California Handle Inheritance Taxes?
Losing a loved one is always challenging, and dealing with their estate can add to the stress. A common question in this difficult time...
Anna Jerden, Esq.
Jan 284 min read
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Non-U.S. Citizens Facing Potential Deportation Can Implement Estate Planning Strategies to Safeguard Assets and Protect Family Members
Estate planning is often seen as a tool solely for U.S. citizens. However, this is a misconception because estate planning is available...
Anna Jerden, Esq.
Jan 244 min read
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What Will Not Having An Estate Plan Cost You? A Comparative Analysis of the Financial Impacts of Estate Planning on Families
Without an estate plan, families could face many challenges such as high fees, probate processes, family conflicts, and stress.
Anna Jerden, Esq.
Jan 233 min read
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What Rights Do Unmarried Couples Have When One Person Becomes Ill or Passes Away?
Unmarried couples need an estate plan to protect each other in case of incapacity or death.
Anna Jerden, Esq.
Feb 13, 20233 min read
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Are There Minimum Property Requirements for Creating a Will or Trust?
There is no minimum property requirement to make a will or trust. Avoid probate and make sure your family is well protected.
Anna Jerden, Esq.
Jan 30, 20234 min read
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Common Estate Planning Questions Answered
Common estate planning questions answered. What is an estate plan? Trust or will? What is a trust? What if I die without an estate plan?
Anna Jerden, Esq.
Jan 13, 20223 min read
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How Estate Planning Can Prevent Elder Abuse
Credit: Richard Bell/Unsplash In California, “Elder Abuse” is defined as a crime involving the infliction of financial exploitation,...
Anna Jerden, Esq.
Oct 27, 20214 min read
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How Unmarried Same-Sex Couples Can Protect Their Families
SAME-SEX COUPLES CAN LEGALLY MARRY, BUT MANY REMAIN UNMARRIED In 2015, same-sex marriage was legalized in all 50 states and Washington,...
Anna Jerden, Esq.
Aug 23, 20217 min read
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