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How Does a Revocable Living Trust Affect Your Taxes? A California Perspective
It's important to understand when tax issues become relevant in estate planning. Revocable living trusts are cornerstones of many robust...

Anna Jerden, Esq.
Jul 105 min read
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Is Life Insurance a Good Estate Planning Strategy?
Yes, life insurance is an excellent and often indispensable estate planning strategy for a wide range of individuals, from those with...

Anna Jerden, Esq.
Jun 244 min read
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Confronting Your Mortality - The Death Taboo
Despite the taboo of planning for your mortality, not having a plan is actually what's most harmful. In America, about two-thirds of...

Anna Jerden, Esq.
Jun 175 min read
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Think You're Too Young for a Will? Think Again.
Waiting too long to create will can lead to loss of control over your legacy and your family's well-being. We get it. When you're...

Anna Jerden, Esq.
Jun 163 min read
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Your Family's Future After a Stroke: Navigating Testamentary Capacity Through Careful Estate Planning
Cognitive decline after a stroke is a very common and significant issue, impacting a large percentage of stroke survivors. A stroke can...

Anna Jerden, Esq.
Jun 104 min read
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5 Reasons Why a Living Trust is a Smart Investment That Pays for Itself
When we think about investment opportunities, creating a revocable living trust might not be the first idea that pops up. Yet, in the...

Anna Jerden, Esq.
May 283 min read
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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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