Legal and Financial

What’s A Trust?

November 18th, 2013 by Passare


The best way to think of a trust is that it’s like a contract – a contract that controls what happens to your property. And just like with a contract, it’s the terms of the trust that are controlling.

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Estate of Awareness

November 6th, 2013 by Robert Shepard

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If you don’t have any estate planning then your family will most likely need to probate most of your estate. Probate is the legal process in which the state gathers your assets, pays any creditors, and distributes any remaining assets based on the laws of California. Probate often is expensive, complicated and time-consuming process.

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First Steps In Creating An Estate Plan

November 4th, 2013 by Passare

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The first step of estate planning is to make a list of all your assets and get a general idea of how much they are worth. While valuation is straightforward for most assets, it can be difficult with some assets, such as jewelry, real estate, art and copyrights. When you have little or no idea […]

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It’s Never Too Early To Develop “Your Plan”

October 16th, 2013 by Jeff A. Perry


End-of-life management is necessary to prepare you and your family for the expected and the unexpected. Decisions made during a crisis are rarely the most effectual, cost-effective, or informed. Further, if you wait until an illness or accident to start planning, you or the person you’re helping may not be able to communicate his or […]

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Cost Benefits Of Life Insurance

October 14th, 2013 by Jeff A. Perry


Life insurance is a unique financial instrument that can be used to support a variety of needs. Since there are many types of life insurance policies, it is important to understand their particular benefits and limitations.

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