Estate Planning 101

What’s in a Good Estate Plan?
Why Do I Need an Estate Plan in Orange County (OC) CA?
Why Should I Create a Will or a Trust?
Why Should I Update My Estate Plan?

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How Can the Portability of the Estate Tax Exemption Impact You?
What Is Considered Tangible Property in an Estate Plan?
What Kind of Trusts Can I Use in My Estate Plan?
What Is an Advance Directive?
Homestead Exemption

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Irvine, CA 92618

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