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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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Prince’s Sister Claims He Had No Will
Last week, the New York Times reported that Prince’s sister filed a Petition in probate court in Minnesota that stated that no Will had been found for Prince’s estate. The Petition asked the court to appoint a regional bank as the administrator of Prince’s estate, and…
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Supreme Court on Gay Marriage: Estate Planning Changes
For those of us with a Supreme Court habit, the end of June is an exciting time. It’s kind of like October baseball, it’s when the big decisions get announced, at the very end of the year’s term. This June, there are two big cases in the wings: one on gay marriage and one…
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Happy New Year!
 I am wishing a lovely New Year to all of our    clients and readers! May 2015 bring love, wisdom, and compassion to you all. Here’s to keeping all of our eyes firmly fixed on what truly matters in the year ahead, in estate planning and all things.
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Happy National Estate Planning Awareness Week!
Who knew?! I honestly had no idea that there was such a thing as National Estate Planning Awareness Week, but, in fact there is, and it’s the third week in October, established by House Resolution 1499 in 2008. When I worked in the US Senate, I was particularly thrilled by National Ice…
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What Not to Leave Behind: Massive Piles of Paper
Recently, a client of mine described having to go through about 30 years of their father’s financial records after he had passed away. Needless to say, that’s not an easy task, especially when you’re not entirely sure what to look for, what to keep, and what to…
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2013 Estate Tax Law: First Look at the American Taxpayer Relief Act
Happy New Year! As you have no doubt heard, on January 1, 2013, Congress passed a compromise bill to avoid the ‘fiscal cliff.’ Here’s what that bill does with respect to the estate and gift tax, as currently reported: 1) It raises the maximum estate tax rate to forty…
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