Articles Posted in Estate Planning Basics

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Keeping Your Important Docs Safe From Fire

California’s recent fires in Butte County certainly got me thinking about my family’s important documents and how best to store them safely. It is so hard to imagine losing everything and having to rebuild from the ground up. Storing our most important documents in a firesafe box…
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Announcing my new book: Every Californian’s Guide to Estate Planning!

My new book, Every Californian’s Guide to Estate Planning is available now and I’m excited to share it with all of you. I wrote it because there isn’t a California-specific estate planning book out there, and we, as Californians, have some special things to deal with. In…
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(669) 232-0872 lifedeathlawpodcast@gmailcom

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Life/Death/Law Episode 3: The Practice of Generosity

What is estate planning, really? I know that most lawyers focus on reducing taxes, or the creation of documents, but when you get down to it, what you’re really doing when you make an estate plan is giving everything away, right? So, to me, understanding the practice of generosity and what…
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Life/Death/Law Podcast: Episode 1! Purposeful Prenups

Welcome to my new podcast, Life/Death/Law, where I explore the intersection of life, death, law (and love)–otherwise known as estate planning. In this first episode Emily Bouchard, a family dynamics and money coach and the managing partner at Wealth Legacy Group, talks to me about…
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California Passes New Law Allowing Executors and Trustees Access to Digital Assets

As of January 1, 2017, California has a new law (The Revised Fiduciary Access to Digital Assets Act) that allows executors and trustees to gain disclosure of a person’s digital assets after the original user’s death under certain conditions. This is a good thing because, until…
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FDIC Insurance for Trust Accounts

Most people know that the FDIC (Federal Deposit Insurance Corporation) insures bank accounts for up to $250,000 per depositor per covered bank. This insurance was increased from $100,000 to $250,000 in 2008, to reassure people during the chaos of the financial meltdown that started in that…
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Refinancing a house held in a living trust

I can usually tell when mortgage rates begin to drop because my phone starts ringing with former clients who are trying to refinance.  Often, their loan broker wants them to supply assurances that, if the living trust owns the house, the trust gives the Trustee the power to mortgage the…
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Single? No Estate Plan? Bad Idea

A few months ago, the New York Times published an article entitled, “Single? No Children? No Will? Big Mistake.” I’ve been meaning to write about it ever since. The author writes, “Certain people never reach one of those obvious points in their lives to write one. If…

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