How Often Should You Update Your Estate Plan?
Alexandria Ellison Alexandria Ellison

How Often Should You Update Your Estate Plan?

Estate plans should be reviewed regularly to keep up with life changes, shifting priorities, and evolving laws. At our firm, we proactively contact clients each year to ensure their plans remain current, effective, and aligned with their goals.

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Trust vs. Will: Understanding the Difference
Alexandria Ellison Alexandria Ellison

Trust vs. Will: Understanding the Difference

Estate planning is not one-size-fits-all. While a will outlines your wishes after death, a trust offers greater control, privacy, and efficiency in managing assets. Learning the difference allows you to build a plan that minimizes stress and avoids unnecessary court involvement for your family.

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How Long Does Probate Take in California
Alexandria Ellison Alexandria Ellison

How Long Does Probate Take in California

How long does probate take in California? Clients ask this question constantly. The process is rarely quick and can take years, especially without proper estate planning in place.

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What You Leave Behind
Alexandria Ellison Alexandria Ellison

What You Leave Behind

Your estate plan should do more than distribute property. It should provide guidance, reduce uncertainty, and ensure your values are carried forward with clarity.

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Your Legacy Matters: Lessons from Prince’s Estate
Alexandria Ellison Alexandria Ellison

Your Legacy Matters: Lessons from Prince’s Estate

Prince’s estate shows what happens when even extraordinary success is met with no estate plan. From years of probate to lost opportunities for charitable impact, his story highlights why planning protects your legacy and your loved ones.

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Zuckerberg’s $200 Million Tax Move
Alexandria Ellison Alexandria Ellison

Zuckerberg’s $200 Million Tax Move

Before Facebook’s explosive growth, its founders quietly implemented an estate planning strategy that allowed millions of dollars in future appreciation to pass to their families without triggering gift tax. The technique, known as a Grantor Retained Annuity Trust, remains a powerful planning tool today.

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