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Trust Administration MISTAKES to Avoid

October 2, 2025

Is your trust fully funded and managed correctly? Are you keeping track of taxes and records? Join expert attorney Jim Cunningham to uncover the ins ...

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Medi-Cal Changes in 2026: Plan Before It’s Too Late

September 24, 2025

Are you—or your parents—counting on Medi-Cal for long-term care? Attorneys Tasha Jahn and Janice Lee Shen will explain what the new rules mean and what ...

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My Spouse Died Now What Estate Planning Widows Widowers

My Spouse Died, Now What? Estate Planning for Widows and Widowers

September 19, 2025

What legal, financial, and tax steps should you consider after your spouse dies? Learn how to help protect your estate, file key documents on time, ...

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The Big Beautiful Bill Explained: Taxes in 2025 & Beyond!

September 18, 2025

The "Big Beautiful Bill" is now law—and it’s anything but simple. The One Big Beautiful Bill Act rewrites major parts of our tax code, and ...

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Navigating Probate A Step By Step Guide For California Residents

What is Probate? Unmasking the Hidden Threat to Your Estate

September 4, 2025

Discover the essentials of probate court and how the probate of a will works. Expert attorney Jim Cunningham will guide you through the intricacies of ...

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A Secret Weapon Against Taxes and Creditor Threats (Trusts)

August 28, 2025

Discover how to strategically use sophisticated living trusts to protect assets of loved ones and save on taxes in this webinar. We explore high-net worth ...

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What Is Prop 19, and What Should Homeowners Know About It?

August 19, 2025

Homeowners, are you aware of how Prop 19 could reshape your property tax landscape? We often don’t talk enough about the valuable benefit CA Prop ...

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CA Prop 19 Real Examples Of Impacts On Property Taxes

Mandarin Estate Planning Webinar- 信托与遗产规划入门指南 : 避免遗产认证、节省税负、保护您的财富传承！

August 15, 2025

Join us for a special web ...

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Probate vs Trust: How a Trust SAVES You More Than It COSTS!

August 7, 2025

Having a trust saves money. An estate valued at $1M can end up paying $46,000 in Probate fees! Join us to learn how a 6-8 ...

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Dissolving Trusts 101: Legal Insights

July 24, 2025

Ever wondered how to manage a trust after someone passes away? Estate planning expert Rachelle Lee-Warner breaks down the intricate process of dissolving a trust. ...

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Estate Planning Basics Special Russian Webinar

Russian Language Webinar: Что такое основы планирования наследования имущества?

July 17, 2025

Join us for a special webinar on Estate Planning Basics presented entirely in Russian!

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Risks of Retiring in California: What You Need to Know!

July 3, 2025

Did you know that even a small decision can make or break your retirement? Join us to uncover hidden risks in your financial and retirement ...

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Types of Power of Attorney: Which POA is Right for You?

June 26, 2025

Are you still confused by all of the different legal documents – especially when it comes to powers of attorney or the other documents that ...

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Trusts Unpacked: Navigate Your Options

June 19, 2025

Understanding the differences between revocable and irrevocable trusts is crucial for effective estate planning. We explain what an irrevocable trust is and explore the key ...

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Insurance Basics: Navigate Coverage with Confidence

June 12, 2025

Are you confident you have the right insurance coverage to protect what matters most? Navigating insurance can be daunting, but understanding how much and what ...

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