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Mandelbaum Barrett PC

Legacy Lesson: Will or Trust? Estate Planning for Single Parents

Mandelbaum Barrett PC on

In this episode of Legacy Lessons, Shawn R. McClelland, Partner in our Tax, Trusts, and Estates Practice Group, walks us through one of the most common estate planning questions families face: Should I create a will, or do I...more

Allen Barron, Inc.

Do You Need an Asset Protection Strategy?

Allen Barron, Inc. on

Do you need an asset protection strategy in San Diego, California? What is an “Asset Protection Strategy” and who should make sure to have an asset protection strategy in place?...more

Ward and Smith, P.A.

"It Ain't Over 'Til It's Over" - Use Of A Funded Revocable Trust In Estate Planning

Ward and Smith, P.A. on

Revocable trusts can simplify asset management during life and facilitate and make private asset transfers at death.  You may think that your estate planning work is done when you sign your revocable trust agreement, but, to...more

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