Estate Planning

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At times, some people become so overly focused on asset protection that they practically throw the baby out with the bathwater to achieve the perceived goal of asset protection. It is a perceived goal rather than an actual goal because so many of the so-called asset protection vehicles don’t really protect anything. Many are just…

If you are one of those forward thinking people who incurred the time, effort, and expense of creating an estate plan that includes a California Trust (living Trust or revocable Trust–they’re the same thing), have you ever looked at it since its creation?  Did you know that your estate plan can become less valuable and your…