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Understanding and Leveraging Unitrusts
As the world of finance continues to evolve, individuals seeking innovative ways to manage their assets and secure their financial future...
Adela Iturregui
Aug 5, 20233 min read
36 views
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Aretha Franklin's Couch Handwritten Will
Aretha Franklin is the perfect example of why having an attorney can keep your family out of court and out of conflict. The "I can do...
Adela Iturregui
Jul 21, 20235 min read
19 views
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The CTA: Does My Trust Need to Be Disclosed?
Since a Trust can own a business or a share of a business, Trusts are also involved in the Corporate Transparency Act, but under more...
Adela Iturregui
Jun 16, 20232 min read
8 views
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Demystifying the new Corporate Transparency Act: Implications for Small Business Owners
The Corporate Transparency Act (CTA), brings a new wave of transparency to the business landscape. Designed to combat money laundering...
Adela T. Iturregui
Jun 13, 20233 min read
44 views
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How to Protect Your Assets During a Financial Crisis
Many of you have heard of Friday’s (March 10, 2023) collapse of the Silicon Valley Bank (SVB). It is now under FDIC control and many...
Adela T. Iturregui
Mar 13, 20232 min read
11 views
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Q & A
QUESTION Q: Can a married employee name a beneficiary other than spouse on 401(k) –Helpful Boss ANSWER A: Dear Helpful: It can be very...
Adela T. Iturregui
Feb 11, 20231 min read
89 views
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4 TIPS FOR TALKING ABOUT ESTATE PLANNING WITH YOUR FAMILY OVER THE HOLIDAYS
The 2022 holiday season may be the return of the big family get-togethers of years past! Don't forget that the holidays are always a good...
Adela T. Iturregui
Dec 9, 20223 min read
13 views
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Update on Anne Heche's Probate Nightmare
Although celebrity cases tend to drag on for months, the first wrinkle in Anne Heche's probate case has been resolved in an unusually...
Adela T. Iturregui
Dec 9, 20222 min read
10 views
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2022 ESTATE PLANNING CHECKUP: IS YOUR ESTATE PLAN UP-TO-DATE?
This year, Estate Planning Awareness Week runs from October 17th to 23rd, and one of our primary goals is to educate you on the vital...
Adela T. Iturregui
Oct 17, 20223 min read
7 views
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ANNE HECHE DIES WITH CONFLICT AROUND HER WILL, LEAVING HER SONS & ESTATE IN LEGAL LIMBO—PART 2
Actress Anne Heche died this August following a tragic car accident, leaving behind two young sons: Homer Heche Laffoon, age 20, and...
Adela T. Iturregui
Oct 11, 20225 min read
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ANNE HECHE DIES WITH CONFLICT AROUND HER WILL, LEAVING HER SONS & ESTATE IN LEGAL LIMBO—PART 1
Actress Anne Heche died this August following a tragic car accident in which she plowed her vehicle into a West Los Angeles home, where...
Adela T. Iturregui
Sep 25, 20226 min read
23 views
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La Reina Isabel, Una Vida Y Un Legado Que Vale La Pena Imitar
Todo el mundo ha estado hablando sobre el fallecimiento de la reina Isabel, ¿no se suponía que viviría para siempre? ¡Afortunadamente,...
Adela T. Iturregui
Sep 15, 20223 min read
12 views
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Queen Elizabeth, A Life And Legacy Worth Mimicking
Everyone has been talking about Queen Elizabeth’s passing – wasn’t she supposed to live forever? Luckily, she knew better and had a plan!...
Adela T. Iturregui
Sep 15, 20223 min read
8 views
0 comments

Protect Your Aging Loved Ones From Undue Influence
Following the death of a loved one, close family members are sometimes surprised to learn that they didn’t receive the inheritance they...
Adela T. Iturregui
Sep 3, 20225 min read
3 views
0 comments

What Your Last Will & Testament Will (And Will Not) Do—Part 2
August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key...
Adela T. Iturregui
Aug 27, 20226 min read
5 views
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What Your Last Will & Testament Will (And Will Not) Do—Part 1
August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key...
Adela T. Iturregui
Aug 21, 20224 min read
22 views
0 comments

3 Considerations For How To Save For Your Child’s (or Grandchild's) College Education—Part 2
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an...
Adela T. Iturregui
Aug 16, 20225 min read
8 views
0 comments

3 Considerations For How To Save For Your Child’s (or Grandchild's) College Education—Part 1
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an...
Adela T. Iturregui
Aug 8, 20224 min read
8 views
0 comments

5 Common Estate Planning Concerns For Your Second (or More) Marriage
With divorce occurring in roughly 50% of all marriages in the U.S. and life expectancy increasing every day, second—and even...
Adela T. Iturregui
Jul 10, 20226 min read
8 views
0 comments

What You Need to Know About Collecting Life Insurance Proceeds
If you're looking to collect life insurance proceeds as the policy’s beneficiary, the process is fairly simple. However, during the...
Adela T. Iturregui
Jul 3, 20226 min read
9 views
0 comments