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Planning for More Than Assets: Passing Down Values That Matter Last weekend, my daughter received her First Communion. It was a milestone our family had been looking forward to with joy and reflection. Moments like these have a way of pulling life into sharper focus. They remind us what truly

Are You REAL ID Ready? Make Sure You’re Cleared for Takeoff Before May 7, 2025 Planning a trip in 2025? There’s an important travel update you need to know: starting May 7, 2025, most travelers aged 18 and older will need a REAL ID-compliant driver’s license or ID to board

No-Contest Clauses in California: What Tony Hsieh’s Will Teaches Us About Protecting Your Wishes When Zappos co-founder Tony Hsieh passed away in 2020, it was widely believed he didn’t leave behind a will. But a recently discovered document shows that not only did he have a plan—he had some strong

What Are Your Options for Burial or Cremation in California? When most people think about estate planning, they think about wills, trusts, and protecting assets. But one of the most personal — and often overlooked — parts of the planning process is deciding how you want your remains handled after

Will a Recession Impact Estate Planning? Here’s What You Should Know. There’s been a lot of talk lately about whether a recession is coming — or whether we’re already quietly in one. No one has a crystal ball, but one thing is clear: economic uncertainty always gets people thinking about