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It’s key to consider the emotional, financial, and tax implications of gifts of tangible personal property.
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Ownership, management and use of the holiday home: That’s the trifecta estate planners and financial advisors need to reckon with if they want to keep the peace.
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“Being an Executor & Trustee” Presentation by Richard Huntington for the Spring 2023 workshop series
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“Wills & Trusts” Presentation by Kara Rudin for the Spring 2023 workshop series
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“Wills & Trusts” Presentation by Barbara Dibble for the Spring 2023 workshop series
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“Wills & Trusts” Presentation by Steven Giammichele for the Spring 2023 workshop series
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“Wills & Trusts” Presentation by Amy Blain Searle for the Spring 2023 workshop series
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An estate of a deceased person must be handled through a legal process known as probate. Even though probate is basically the same in all states, each state has its own unique rules and statutes. It’s important that you know the basics about probate as it pertains to estates in California.
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