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How to Make Sure Your Home is Insured if You Have a Revocable Trust
With the recent disasters in the state of CA, people who lost homes are currently filing claims with their insurance companies.  There have been many
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Navigating End-of-Life Care in California: Choices, Support, and Dignity
Navigating End-of-Life Care in California: Choices, Support, and Dignity
As individuals reach the end of their life, the options for care and support can greatly influence the quality of their remaining time and make
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Navigating Inherited Retirement Accounts: What Trustees and Beneficiaries Need to Know
Navigating Inherited Retirement Accounts: What Trustees and Beneficiaries Need to Know
Understanding retirement account distribution rules is essential for proper estate administration and for avoiding costly mistakes. Beneficiaries of IRAs, 401ks, 403bs, Roth IRAs and other
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Disclaim an Inheritance
Why Would Anyone Disclaim an Inheritance?
Inheriting assets or property from a loved one is often seen as a gift, but there are circumstances where disclaiming an inheritance might be the
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Who Should be Notified When Someone Dies?
Who Should be Noticed When Someone Dies?
When someone passes away, notifying the appropriate parties is a critical step in the administration of their estate. At TrustParencyPC, we understand that this process
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