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estate planning

Understanding trust benefits and drawbacks

Understanding trust benefits and drawbacks

A previous article discussed the limitations of a will, and what a trust is and how it may better help you achieve your estate planning goals. A common misconception is that only the rich benefit from setting up a revocable living trust. In reality, trust-based estate...

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Sharia-Compliant Estate Plans: New Article

Sharia-Compliant Estate Plans: New Article

This month, Managing Attorney Yaser Ali published his latest article on Islamic estate planning, discussing the creation and design of sharia-compliant estate plans for Muslim clients seeking to integrate unique religious preferences into conventional trust-based...

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Book Review: Living Trusts for Everyone

Book Review: Living Trusts for Everyone

A will may not be the best way to protect and care for your family. In his book, Living Trusts for Everyone: Why a Will is Not the Way to Avoid Probate, Protect Heirs, and Settle Estates, Ronald Farrington Sharp clarifies a common misconception around trusts: that...

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After a loved one’s death

After a loved one’s death

Understanding and handling their affairs The death of a friend or relative - even when expected - can be devastating for their loved ones. It can take time to mourn and heal from the loss. This can make it extremely difficult to manage your friend or relative’s...

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An estate plan you can trust

An estate plan you can trust

The benefits of revocable living trusts Clients that call our office often ask about setting up a document that will provide guidance for how their assets, end-of-life decisions, and agent appointments should be handled. To achieve this, they often ask about how to...

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Estate Planning Lessons from Kobe Bryant

Estate Planning Lessons from Kobe Bryant

The tragic death of Kobe Bryant is a reminder that it’s never too early to create a plan to protect your family. Kobe Bryant, the legendary basketball star for the Los Angeles Lakers, died tragically in a helicopter crash at the age of 41 – along with his 13-year old...

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We counsel families and business owners with all of their estate, tax, and charitable planning needs. Contact us today to schedule your consultation.