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estate planning (2)

estate planning

A Letter to My Dad's Financial Planner

Your clients lean on you for their estate planning. This is a big responsibility, and if it's not done right, the consequences are dire.

estate planning

Am I an Executor or a Trustee?

Definition of estate planning terms: Trustee, Executor, Agent, Grantor and Beneficiary

estate planning

California No Contest Clause

California courts may not always enforce a no contest clause, but a no contest clause can still be an effective way to block a lawsuit.