Preserve Assets Now in California

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Estate planning involves much more than simply drafting a last will and testament. A good estate plan takes advantage of trusts, custodial accounts, insurance and planned giving to make the transfer of wealth more efficient and to minimize tax consequences while still providing for loved ones and assuring there is enough income to provide for your own needs.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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