Cali Law Articles

5 Important Benefits of Having a Living Will November 30, 2020

If you don’t already have a living will included in your estate plan, there’s no better time than right now to keep an eye out for the future. A living will is a legal document that allows you to ...

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Reasons You Should Have a Living Trust November 5, 2020

What is the Purpose of a Trust? You have probably heard of trusts or trust funds. Trusts represent a financial relationship between a trustor, trustee, and beneficiary. The trustor is the person who ...

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The Importance of Having an Estate Plan August 27, 2020

Forward Thinking Is Nothing Without Forward Planning Estate plans provide protection for you and everyone and everything that’s important to you. It is simply not enough to internalize or even ...

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Three Reasons Why Joint Tenancy is Not an Alternative to a Trust September 1, 2017

Holding assets as joint tenants (or tenants by the entirety) is not an alternative to establishing a living trust. If your only concern is making sure your spouse is able to inherit your assets ...

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What is Probate and How to Avoid It? August 17, 2017

What is Probate? When one dies with assets left in their name the state distributes said assets through a process called probate. In Massachusetts, anyone who dies owning more than $25,000 in assets ...

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Life Insurance is Not an Alternative to Estate Planning July 20, 2017

While life insurance can be part of an overall estate plan, it should never be viewed as an alternative. I have spoken with a number of people who say they do not need an estate plan, they have life ...

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