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What Happens If You Die Without an Estate Plan in California?
10 Jul

What Happens If You Die Without an Estate Plan in California?

LLT
No comment

If you don't have an estate plan, California already has one for you. Learn how intestate succession works and why the state's default plan may not reflect your family's wishes.

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Your Estate Plan May Be Referring to Someone Who No Longer Exists
25 Jun

Your Estate Plan May Be Referring to Someone Who No Longer Exists

LLT

Estate plans preserve a moment in time, but families continue to grow and change. This Pride-inspired article explores why reviewing your estate plan is about more than updating documents. It's about making sure the people you love are recognized for who they are today.

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Why Major Life Changes Can Throw Your Estate Plan Out of Sync
28 May

Why Major Life Changes Can Throw Your Estate Plan Out of Sync

LLT

Having a child, getting divorced, refinancing property, or changing beneficiaries can affect your estate plan in unexpected ways. Learn the three areas that should be reviewed after major life changes.

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Supported Decision-Making in California: What The Pitt Reveals About Independence and Conservatorship
23 Apr

Supported Decision-Making in California: What The Pitt Reveals About Independence and Conservatorship

LLT

Supported decision-making in California offers an alternative to conservatorship. Learn how it works, when it fits, and what The Pitt gets right about independence and support.

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Estate Planning for Travelers: What to Pack, What to Sign, Who Needs What
30 Jul

Estate Planning for Travelers: What to Pack, What to Sign, Who Needs What

LLT

Traveling soon? Don’t forget your legal checklist. Learn what documents to pack, how to protect your family, and why timing matters for Powers of Attorney.

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Can My Agent Override My Life Support or Organ Donation Wishes?
14 May

Can My Agent Override My Life Support or Organ Donation Wishes?

LLT

This is one of the most common—and important—questions we hear when helping clients complete their Advance Health Care Directives (AHCDs). So let’s clear up how it works, what powers your agent really has, and how you can ensure your wishes are honored exactly as you intend. Understanding Your Agent...

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🌷 Spring Cleaning Your Estate Plan: Why It’s Essential to Review Your Estate Plan Every Year—and What to Update
17 Apr

🌷 Spring Cleaning Your Estate Plan: Why It’s Essential to Review Your Estate Plan Every Year—and What to Update

LLT

Spring is all about fresh starts. While you’re decluttering closets and reorganizing your calendar, don’t forget one important area that deserves your attention: your estate plan. Just like your home needs seasonal upkeep, your estate plan needs regular care. And we’re not just talking about big rev...

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Would You Fall for This? How to Spot Today’s Most Convincing Scams
10 Apr

Would You Fall for This? How to Spot Today’s Most Convincing Scams

LLT

Learn how to recognize and avoid today's most convincing scams—from grandparent fraud to crypto cons. Real tips from federal prosecutors. Stay protected.

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California’s 2025 Small Estate Affidavit: A Game-Changer for Probate Avoidance
11 Mar

California’s 2025 Small Estate Affidavit: A Game-Changer for Probate Avoidance

LLT

California’s new small estate affidavit law (AB 2016) takes effect April 1, 2025, making it easier to transfer assets without probate. Learn about the updated thresholds, filing process, and why a living trust is still the best estate planning option

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Who Needs a Special Needs Trust? How to Protect Your Loved One’s Future Without Losing Benefits
05 Mar

Who Needs a Special Needs Trust? How to Protect Your Loved One’s Future Without Losing Benefits

LLT

A Special Needs Trust helps secure your loved one’s future while preserving Medi-Cal & SSI benefits. Learn the differences between first-party, third-party, and pooled trusts—plus why leaving money to a sibling may not be the best option.

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