Getting a Divorce? How a Divorce Affects a Trust.

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You get married, you plan on living happily ever after together… no one expects their marriage to end in divorce. You should safeguard your assets. Those with sizable business interests or assets should have a plan in place that protects their interests in case of a divorce.

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5 Things An Executor Should Do After Someone Dies 

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Your brother told you that you are named in his Will as the Executor of his estate. He did so because he trusts in your judgment on family and financial matters. Your brother has now passed away, and you’re wondering where to begin. As a California Estate Planning and Probate Firm, we put together a to-do list of what you should do within the first week of someone’s death. 

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Probates, Probate Alternatives, and Summary Probate Proceedings

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What Is Probate? Probate is defined as a legal process during the review of a will, determining its validity and authenticity. Probate is also known as the administration of the deceased will or their estate if there is no will involved.  When the asset-holder has passed away, the court is able to appoint either an…

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Trust Administration 

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What is Involved in Trust Administration? In a testamentary trust, trustees have either been appointed for a living trust, or a will and must perform duties to the highest possible standards of honesty and loyalty. Trustees are expected to maintain impeccable records while furnishing and preparing accountings for the beneficiaries of the trust. In the…

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Estate Administration

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What Does Estate Administration Involve?  Estate Administration is the process of gathering and distributing of assets and property after an individual’s death. Differing from state to state, time-frames for the administration of an estate can also vary, depending on whether or not all required documents are set up, the estate’s value, and extent, and how…

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How To Prepare For The Care Of Your Aging Parents In California

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Elder Law and What it Takes to Prepare for when the Time Comes Everyone has a unique experience with their parents, but being prepared is vital to success as they age. Some just need basic information for their parents, while others need agencies for eldercare services and resources. Some people may even be looking for…

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Why You Need A Pet Trust

Taking the time to make decisions on what will happen to your possessions after passing can avoid the courts making the decisions for you. You can take control of your assets by being proactive. You can receive the assistance needed to help you make informed decisions for your estate by speaking with Dana Cannon at…

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