It can be challenging to find legal information that is free from jargon and confusing references. Our Carlsbad law firm has taken the time to help educate the southern California community with this collection of short essays. Please browse through our library to learn how careful estate planning can best protect your loved ones.
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Learn the Latest Estate Planning Tips and Traps to Make Sure Your Assets Pass to Your Heirs in the Most Protective and Efficient Way Not Only to Avoid Probate in California but Save on Unnecessary Taxes with Secrets of Great Estate Planning, Fourth EditionSecrets of Great Estate Planning, Fourth Edition Released, Your Guide to Estate Planning in California Just Released
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Four Common Mistakes Families Make that Cause a Probate Even Though They Had a TrustFour common reasons families end up in Probate Court in California even though they had a trust. Learn how to avoid these common mistakes with proper planning.
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Learn What Four Documents You Need to Help Protect Your Young Adult Child Now That They are Over 18Learn what legal documents are critical to have on board to protect your young adult child in case they become ill or injured and can't make their own decisions
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A Retirement Protector Trust is a trust that acts as a shield or barrier to insulate the principal of your IRA, 401 (k) or other qualified retirement account from the trust beneficiary's creditors, a bankruptcy, a lawsuit, or a divorcing spouse after they inherit the accounts from you.What is a Retirement Protector Trust (aka Retirement Plan Trust)?
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Proactive Planning with a Spousal Lifetime Access Trust
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Proposed Estate Tax Law Change Could Affect Your Plans for Protecting Your Family
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Planning for Long Term Care vs. Crisis PlanningRead an excerpt from Attorney Brenda Geiger's free book "The Smart Family's Guide to Protecting An Aging Parent from a Long Term Care Financial Crisis in California"
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10 Tips for Choosing the Right Estate Planning Attorney for YouBrenda Geiger lists the top 10 unbiased tips on choosing the right estate planning attorney for you and your family's needs.
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Brenda Geiger explains the Top 25 Estate Planning Mistakes People Make & How to Avoid ThemThese are the most common mistakes I see in my practice every day. There are many myths and misconceptions out there about estate planning. This article will help you
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What to Look For When Hiring an Estate Planning Attorney?Carlsbad Trust and Estate Attorney Brenda Geiger gives expert advice on what you look for when hiring an estate planning attorney