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Archive for Category: Estate Planning

The Question Every Father Thinks He’s Answered (But Hasn’t)

There are two kinds of fathers. The first kind coaches the games, makes it to the school plays, stays up late helping with the projects,

Here’s What Can Happen to Blended Families When a Spouse Dies

If you are in a blended family, you may believe the simplest estate plan is the fairest one: “I’ll leave everything to my spouse. They’ll

The Family Meeting: Not Just for Billionaires

For some people, the term family meeting may not bring to mind a pleasant gathering where everyone shares fond memories and warm feelings. When someone

Why Quick and Simple Estate Plan Reviews Don’t Exist

When someone calls an estate planning attorney asking for a “quick look” at their documents, the request usually sounds straightforward. Maybe the documents were created

Raising Stewards, Not Mere Beneficiaries: Preparing the Next Generation for Inheritance

Steward —a term for someone entrusted with the care of something that does not personally belong to them—is commonly used in such realms as business,

“It Has Been Such a Good Life”: The Legacy Your Loved Ones Need

When Anna Harp lost her father, Rudolph Clausing , she didn’t get to say goodbye. It was January 2021, during the height of the COVID-19

Understanding Inheritance Taxes: What You and Your Beneficiaries Need to Know

When planning for your death, there’s one issue you may not have thought about, but is so important to your beneficiaries: will your loved ones

Talking to Aging Parents About Estate Planning

Beyond the practical purpose of transferring assets and reducing taxes, an estate plan reflects love, responsibility, and values. That emotional heaviness may be part of

Love, Loss, and Legacy: Handling Sentimental Belongings After the Death of a Loved One

Personal items accumulated over our lifetimes may be left in estate planning limbo when we pass away. You may have kept many personal effects and

Estate Planning for High-Net-Worth Families in Newport Beach

Key Takeaways The estate tax exemption will rise to $15 million per individual in 2026, but advanced planning is still essential to avoid the 40%

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