The average American owns a great deal of stuff: toys, clothing, furniture, shoes, jewelry, dishware, tools, knickknacks, gadgets, books, papers. Trinkets from trips we may not remember. Outdoor gear that never saw the light of day. And of course, the junk drawer full of batteries, keys, rubber bands, promotional pens, and outdated charger cables. These […]

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Key Takeaways Understanding the Landscape: What Makes High-Net-Worth Estate Planning Different? Romelia DeDe Soto, an experienced Estate Planning Attorney in Newport Beach, explains that planning for high-net-worth families involves more than setting up a basic trust and will. These families often have complex portfolios that include a blend of real estate, business interests, and financial […]

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How to Get Organized to Meet with Your Estate Planning Attorney You have decided to meet with an estate planning attorney to get your affairs in order and ensure that your loved ones are protected. Now that you have scheduled the appointment, it is time to get yourself organized and prepare for the first meeting. […]

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When you begin thinking about estate planning, one of the first questions you might ask is whether you need a will, a trust, or both. You may have heard conflicting information from friends, social media, or TV experts, which can make the decision feel confusing. And while both wills and trusts can play an important […]

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While many proactive individuals understand the importance of having a comprehensive estate plan, they often assume that their plan addresses only what happens after they pass away. However, a comprehensive estate plan is also meant to positively impact your life by planning for and providing necessary protections while you are still around to reap the […]

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Your mom told you not to worry; she  had everything handled. You were her power of attorney, helping her pay bills and manage her accounts. When she passed away, you assumed you’d simply continue handling things the same way you had been. Then you tried to deposit the insurance check. The bank clerk looked at […]

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People often have a ready list of reasons—or depending on how you look at it, excuses—for putting off completing their estate plan: “I just haven’t gotten around to it yet”; “I don’t own anything of value”; “It’s too complicated”; “It’s too expensive”; “My family can handle things when I’m gone”; or “I’ll wait until I’m […]

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Blog Summary: Building generational wealth isn’t just about smart investments. It requires a fundamental shift in how you think about inheritance, educate your children about money, and plan for the long term. Read more… Many families focus on building wealth, but fewer think about keeping it. Research shows that a majority of wealthy families lose […]

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12 Estate Planning Blunders You Cannot Afford to Make Many people believe that a simple will is all they need to accomplish their goals for the future. However, a flawed estate plan can create just as many headaches, heartaches, and expenses for your loved ones as having no plan. Life changes, laws evolve, and even […]

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