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Do You Have Enough Life Insurance?
Life Insurance Gaps Are Growing—Is Yours One of Them? About 90 million Americans depend on life insurance for financial protection and...
Cindy Kang
May 144 min read
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Three Things You Need to Do When Your Spouse Dies and Their Will or Trust Has a Disclaimer Provision
Losing a spouse is heartbreaking—navigating their will or trust shouldn’t add more stress. Learn the 3 key steps to take when a...
Cindy Kang
May 85 min read
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What Is the Effect of an Unrecorded Deed?
A deed is a legal document used to transfer real property ownership rights from one person or entity (the grantor) to another (the...
Cindy Kang
Apr 145 min read
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Who Should You Name as a Beneficiary?
Who Gets What? Smart Tips for Naming Life Insurance Beneficiaries. The proceeds from your life insurance policy can benefit your loved...
Cindy Kang
Apr 115 min read
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Spring Cleaning: Lists You Need to Get Your Affairs in Order
Know what you own? Learn how to calculate your net worth and why it's essential for building a solid estate plan.
Cindy Kang
Apr 74 min read
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Why You May Still Have to Open a Legal Probate Proceeding
Probate Law / Estate Administration in California Probate is the legal process for recognizing the validity of a person’s will after...
Cindy Kang
Apr 14 min read
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Are You Single with a Minor Child? If So, You Need a Plan
As a single parent, a clear estate and guardianship plan gives your child security and peace of mind. You have a minor child who depends...
Cindy Kang
Mar 175 min read
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Have You Thought Through Your Retirement Plans?
Ready for every season of retirement? Thoughtful planning today paves the way for worry‑free golden years tomorrow. Beginning your...
Cindy Kang
Mar 94 min read
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Want to Leave Your Retirement Account to Your Minor Child? Consider These Things First
a court may have to appoint a guardian or conservator to handle any money distributed to the child from the account.
Cindy Kang
Feb 95 min read
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Red Flags When Hiring a Professional To Be Your Trustee
Does the trustee you are considering have enough time in their schedule to handle the responsibilities required by the trust? It is importan
Cindy Kang
Feb 95 min read
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Myths and Frequently Asked Questions Estate Planning for Newlyweds
Myth 1: Jointly owning all your accounts and property means that you need no estate plan because the survivor will automatically become...
Cindy Kang
Jan 183 min read
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Your Post-Honeymoon Legal Checklist
Your wedding day was absolutely perfect. You and your spouse went on your honeymoon and had the time of your lives. Now you are back and...
Cindy Kang
Jan 182 min read
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Estate Planning Basics for Newlyweds: How to Prepare for the Unexpected
Getting married is a special time in your life; you may have a beautiful wedding, a fun reception (with a delicious cake and special gifts),
Cindy Kang
Jan 93 min read
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Estate Planning for the Newly Married
The number one concern for most new parents is who will raise their children if they are unable to.
Cindy Kang
Jan 94 min read
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Why Joint Ownership Should Not Be the Go-To Plan for Newlyweds
An asset owned as JTWROS is owned by at least two people, with each person having an equal right to the account or property.
Cindy Kang
Jan 93 min read
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Do It Now: Name a Guardian for Your Minor Children
Parents with minor children must name someone to raise their children in the event both parents die or are otherwise unable to care for them
Cindy Kang
Jan 54 min read
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How to Pick a Trustee, Executor, and Agent under a Power of Attorney
It is crucial to pick someone you know will be up to the job.
Cindy Kang
Jan 55 min read
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3 Things You Must Do Once Your Divorce Is Final
1. Change the Beneficiary Designation on Life Insurance 2. Update the Beneficiary on Retirement Plans 3. Create or Revise Your Estate Plan
Cindy Kang
Jan 53 min read
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How to Choose the Initial Trustee of Your Trust
You can be the trustee of your revocable living trust. If you are married, your spouse can be your co-trustee.
Cindy Kang
Jan 24 min read
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First Step in Adulthood: Choosing the Right Decision-Makers
When selecting someone to undertake this important job, choose someone you trust.
Cindy Kang
Dec 26, 20245 min read
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