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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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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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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 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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How to Secure Your Loved One's Future: Estate Planning for Dementia – The Unknown Way Forward
Caring for a loved one with dementia can feel like navigating a stormy sea. As cognitive abilities wane, planning for the future becomes...

Anna Jerden, Esq.
Jan 275 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 To Talk With Your Parents About Estate Planning
As parents age, a paradigm shift occurs. As children, we look to our parents for everything but as adults, we find our parents looking to...

Anna Jerden, Esq.
Jun 16, 20214 min read
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