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Blog2023-01-24T19:41:27+00:00

ACA 9 would reinstate Propositions 58 and 193. SB 668 would give families more time to plan family transfers of property

August 20th, 2021|

Assembly Constitutional Amendment 9 would REINSTATE Proposition 58 and Proposition 193, ...

4 Reasons Beneficiaries Should Borrow Against an Irrevocable Trust

July 17th, 2021|Tags: |

When a loved one passes away and leaves money or assets to others, a process must occur for those items to officially transfer ownership. Unfortunately, trust obligations and personal needs do not wait.

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