Cathleen, we are so happy that you had a great experience with Mark and appreciated our efforts to provide education as part of our services. Thank you for sharing your recommendation of our team!
First of all, in collecting assets, it's important to recognize the different types of assets. 🏠 In this video, we're going to talk about real property a little bit. 💼 We'll talk about bank accounts, 💰 and we'll talk about personal property. 🛋️
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Probate can be an intimidating term. In this article, we'll break down the fundamentals of probate to demystify this important aspect of estate law. #Probate#EstateLaw#LegalProcess
Keep reading to learn more!
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Join this workshop by Valley Caregiver Resource Center, where Dr. Jackie Ryle will tackle common family conflict issues in caregiving and offer valuable tips.
Apr 25, 2024, from 2:00 PM to 3:30 PM. Don't miss out on this session! 🗓️👨👩👧👦
RSVP: loom.ly/tRgSCh4
Join us for a complimentary educational workshop on Estate Planning at The Leta Hotel, Goleta, CA, on April 18th, at ⏰ 10:30 AM. Here, you'll gain insights on managing the distribution of your assets according to your wishes. Don't miss out! 💼🏠
RSVP: loom.ly/Bz69kKw
By establishing trusts and crafting provisions within your estate plan, you can provide for their care and support in a manner that safeguards their financial future.
Keep reading to learn more.
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In this video, we're focusing on what to do now that I've been installed as a trustee and have notified everybody. What's the next step? What are my first actions as a trustee?
Watch to learn more!
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Understanding the probate process is essential for anyone involved in estate planning or dealing with the aftermath of a loved one's passing.
Keep reading to learn more:
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📺 Explore the responsibilities of a trustee in our video! From asset management to ensuring your wishes are honored, discover the vital role they play. Watch now! #Trustees#AssetProtectionloom.ly/DUw30V0
We invite you to join us on April 3rd at 10:30 AM for a complimentary educational workshop on Estate Planning. During this event, you'll gain insights into effectively managing the distribution of your assets according to your preferences.
RSVP: loom.ly/ItpW1Gc
In probate, families find opportunity for growth, unity, and the preservation of cherished legacies, reminding us that our greatest treasures lie in the bonds we share. 🌱🤝🌟
📅 Join us at Crafthouse in Hotel Corque, Solvang, on April 3rd at ⏰ 10:30 AM for a free educational workshop on Estate Planning. Here, you'll learn about efficiently managing the distribution of your assets based on your preferences. 💼
RSVP: loom.ly/ItpW1Gc
In the realm of California probate, executors bear significant responsibilities aimed at administering the estate efficiently and fairly. These responsibilities encompass various tasks crucial to the probate process. Keep reading to learn more!
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Nanci - it was a pleasure serving you and thank you so much for sharing your experience with us! Sometimes as adults we don't always get a lot of "pats on the back" so reviews like yours really make us feel fantastic! 🌟
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