In light of the current situation, we are offering the opportunity to join in virtually rather than in-person for our 2021 seminars. Please click here to view our upcoming seminars or call 661.945.5868 to find out more information.

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Recent Posts

Feb 26, 2021 What Efficient Trust Administration Looks Like
Being designated to manage or administer the assets of a trust or succeeding a trust can be a heavy burden to bear. Below, we offer guidance as to ...
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Jan 22, 2021 Your All-Inclusive Estate Planning Guide
Planning your estate is one of the biggest steps you can take to safeguard the future of your loved ones. Even though a last will and testament can ...
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Nov 02, 2020 Do You Know the Duties and Responsibilities of a Trustee?
The Trustee acts as the legal owner of trust assets, and is responsible for handling any of the assets held in trust, tax filings for the trust, and ...
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