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Should You Consider Setting Up a Stand-Alone Retirement Plan Trust to Protect Your Children?Inherited IRAs are not fully protected under California or federal law. Learn how a stand-alone retirement plan trust can help protect your children from creditors and lawsuits.
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What is a QDOT and Why You May Need OneAre you or your spouse a non-U.S. citizen? Learn how a Qualified Domestic Trust (QDOT) can help preserve the marital deduction and defer federal estate taxes.
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The Great Wealth Transfer: Why Now Is the Time to Get Your Estate Plan in OrderThe Great Wealth Transfer is underway. Learn why now is the time to review your estate plan, prepare heirs, and protect your legacy in California.
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When a Beneficiary Predeceases You: What Really Happens and How to Plan for ItWhat happens if a beneficiary dies before you? Learn how California law, anti-lapse rules, & trust language can affect your estate plan—and how to avoid unintended outcomes.
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Annual Exclusion Gifts in 2026: Simple Transfers, Powerful Trust PlanningUse 2026 annual exclusion gifts to move wealth tax-free. See when direct gifts work and when irrevocable trusts add more value.
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The Importance of Properly Funding Your Trust: Avoiding a Probate NightmareEven the best trust can fail if it’s not funded correctly. Find out how to protect your estate from unnecessary probate in California.
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One Size Doesn’t Fit All: Choosing the Right Marital Trust for Your Marriage and EstateDiscover which marital trust fits your marriage and estate best—learn the pros, cons, and tax impacts of five key planning options.
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October Is Estate Planning Awareness Month — Don’t Wait to Protect What Matters MostOctober is Estate Planning Awareness Month! Learn why now is the perfect time to create or update your estate plan and protect your family’s future
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Estate Planning for Restricted Stock Units: What You Need to KnowRestricted Stock Units can create unique estate planning challenges. Learn how to protect your RSUs, reduce taxes, and ensure they support your family’s future.
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California Set to Reinstate Medi-Cal Asset Test in 2026: What Families Need to KnowCalifornia will reinstate Medi-Cal asset tests in 2026: What Families Need to Know
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