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revocable vs irrevocable trust
Jared Ong

What’s the Difference: Revocable vs Irrevocable Trust

When beginning the estate planning process, consider the pros and cons of a revocable vs. irrevocable trust, like tax benefits and trustee control.

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Jared Ong April 18, 2022
Decedent_estates_form_1041
Jared Ong

Death and Taxes: Forms to File for Decedent Estates

Be prepared for the passing of a loved one by first understanding which forms must be filed for the decedent’s estate, including IRS Form 1041.

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Jared Ong March 9, 2022
Breach of fiduciary duty
Jared Ong

What is Considered a Breach of Fiduciary Duty?

On the football field, nowhere is trust more important than at the quarterback position. With every snap, a quarterback puts his own career and health

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Jared Ong February 14, 2022
Joint With Rights of Survivorship
Jared Ong

Joint With Rights of Survivorship: Preventing Account Limbo

What if your loved one unexpectedly passed away and you were locked out of your banking account? Worse yet, what if the court became involved and decided that the assets you and your spouse worked so hard to acquire should belong to someone else?

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Jared Ong September 9, 2021
what happens to your money when you die
Jared Ong

What Happens to Your Money When You Die?

No matter what size estate you leave behind, you want to ensure your assets are distributed and managed according to your desires. 

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Jared Ong September 3, 2021
Californias_master_plan_for_aging
Jeremy Lau

Breaking Down California’s Master Plan for Aging

As baby boomers enter their golden years, the over-60 population in the United States is soaring. Higher life expectancies and lower birth rates are increasing

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Jeremy Lau May 13, 2021
Types of Trustees
Jeremy Lau

3 Primary Types of Trustees to Consider

As you organize your trust to protect, manage, and distribute your assets, you will invariably need to appoint a trustee to oversee its administration. In some cases,

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Jeremy Lau March 23, 2021
Role of a trustee
Jared Ong

What Is the Role of a Trustee?

When you establish a trust to hold and manage assets from your estate, that trust requires a trustee to assume fiduciary responsibilities. Estate holders may

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Jared Ong March 5, 2021
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