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Feb 21

2019

How to Plan For Your Medi-Cal Benefits

The ever-increasing costs of healthcare in retirement have got many people and their loved ones dipping into savings to cover healthcare. Fortunately, there are options available that can help ease…

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Feb 7

2019

As the AB Living Trust an Out of Date Tool?

When preparing an estate plan, there are many different factors to be considered. This can include tax implications and when beneficiaries will be able to access their portion of the…

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Jan 24

2019

What is a Power of Appointment Trust?

Making decisions around end-of-life matters can involve learning a lot about the legal process of distributing your assets. There can be a lot of vocabulary and many concepts to familiarize…

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Jan 8

2019

Estate Planning: Writing Your Own Will

When it comes to planning for your own passing, many people think of writing their own wills. Writing important documents for yourself, like your wedding vows, or your memoirs, holds…

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