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Archive for Category: Estate Planning

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%

How to Get Organized to Meet with Your Estate Planning Attorney

How to Get Organized to Meet with Your Estate Planning Attorney You have decided to meet with an estate planning attorney to get your affairs

Why Real Estate Drives Estate Planning in Southern California

In Orange County and throughout Southern California, real estate is often a family’s largest asset. Many homeowners purchased property decades ago for a fraction of

Emotions the Estate Planning Process Can Bring Up and How to Address Them

People often have a ready list of reasons—or depending on how you look at it, excuses—for putting off completing their estate plan: “I just haven’t

Real Estate and Estate Planning: How to Transfer Property in Newport Beach

Key Takeaways Transferring high-value real estate in California involves complex tax and title considerations—especially in areas like Newport Beach, Huntington Beach, and Irvine. A properly

How to Keep Wealth in Your Family for Generations

Blog Summary: Building generational wealth isn’t just about smart investments. It requires a fundamental shift in how you think about inheritance, educate your children about

While You Are Working on Your Golf Game, Don’t Forget to Work on Your Estate Plan

The course stretches out around you, lush and perfectly manicured. You step up to the ball, take a few practice swings, and inhale the morning

Who Needs an Estate Plan?

If you’re wondering who needs an estate plan, the answer is simple: you do. Why? Because everyone age 18 and older needs one. It doesn’t

Should I Buy a Home with Someone Other than a Spouse?

Rising housing costs, the desire for companionship, and the need to share resources are increasingly leading buyers to consider co-owning a home with someone other

Handling a Loved One’s Debts After They Die

As a general rule, a person’s debts do not go away when they die. Some types of debt, such as federal student loans, are typically

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