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Estate Planning: What You Need to Know, Part 1

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Estate Planning: What You Need to Know, Part 1

The key to estate planning is finding a balance betwen control and protection. In order to understand how we can make this happen, we'll be releasing a five part series on what you need to know about estate planning. This is Part 1.

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Did You Know You Already Have An Estate Plan?

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Did You Know You Already Have An Estate Plan?

California already has a plan for you in the event of incapacity or death. An estate plan will provide you with the opportunity to regain control of your assets and tackle life decisions head on with a purpose and confidence that your ducks are in a row.